Sonya Marie Coleman
Investment adviser representative at Bankers Life Advisory Services, Inc.
12 yearsExperience
1 stateRegistered in
$2.5BFirm assets
10 yearsFirm in business
Are you Sonya Marie Coleman? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Bankers Life Advisory Services, Inc.Aug 2025 to now
- Bankers Life Securities, IncAug 2023 to now
- Bankers Life & Casualty, IncSep 2021 to now
- Fidelity InvestmentsJun 2020 to Jan 2021
- PNC BankJun 2019 to May 2020
- Swag Shoppe LLCMay 2014 to Jun 2022
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MD).
Bankers Life Advisory Services, Inc.
$2.5BAssets managed
14,314Clients
533Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7269546
- Firm CRD
- 281285