Asha Shetty

Employer firm

Bankers Life Advisory Services, Inc. CRD 281285

$2.49B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → Present
  Bankers Life & Casualty, Inc
  Mckinney, TX
• 03/2020 → Present
  Bankers Life Advisory Services, Inc
  Mckinney, TX
• 09/2025 → Present
  Bankers Life Securities, Inc
  Mckinney, TX

Other Businesses

Bankers Life & Casualty, Inc Position: Agency Director: INSURANCE SALES Investment Related: No Hours: 180 Securities Trading Hours: 150 Start Date: 03/16/2016 Address: 4500 W ELDORADO PKWY. SUITE 2700, Mckinney TX 75070, United States Description: MANAGE A TEAM OF AGENTS, RESPONSIBLE FOR HIRING AND TRAINING OF AGENTS, I am also appointed with KFA through BLC which allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC. Team Networking Position: Member- Mckinney : Networking group of professionals that meets weekly in downtown McKinney. The purpose of the group is to promote and help each other grow their business. There is one professional per industry and its an educational non profit so every meeting has an educational spotlight on the agenda Investment Related: No Hours: 6Securities Trading Hours: 0Start Date: 01/01/2023 Address: No Physical location of office, Mckinney TX 75069, United States Description: As a member I attend the meetings.

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-02-05
• S65 Uniform Investment Adviser Law Examination
  2020-08-20