Best Investors Account Sign in

Michael Samuel Schankerman

Allworth Financial, L.P.

Indianapolis, IN

Claim This Profile
Current Employers
Allworth Financial, L.P.

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2023-02-27
  • IN RA
    APPROVED
    Since 2023-02-27

Branch Locations

250 E. 96Th St. Suite 550, Indianapolis, IN 46240 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Metlife Securities Inc. Oakbrook IL 04/1990 03/2017
Mml Investors Services, Llc Indianapolis IN 03/2017 02/2023
Massmutual Life Insurance Co Indianapolis IN 07/2016 02/2023
Aw Securities Indianapolis IN 02/2023 Present
Allworth Financial, L.P. Indianapolis IN 02/2023 Present
  • 04/1990 → 03/2017
    Metlife Securities Inc.
    Oakbrook, IL
  • 03/2017 → 02/2023
    Indianapolis, IN
  • 07/2016 → 02/2023
    Massmutual Life Insurance Co
    Indianapolis, IN
  • 02/2023 → Present
    Aw Securities
    Indianapolis, IN
  • 02/2023 → Present
    Indianapolis, IN
Previous Registrations
  • 2017-03-25 → 2023-03-03
    Richmond, IN
    Indianapolis, IN
    Indianapolis, IN
  • 1998-11-05 → 2017-03-25
    Msi Financial Services, Inc.
    Indianapolis, IN
    Aurora, IL
    Indianapolis, IN
    Richmond, IN
    Grand Rapids, MI
    Richmond, IN
    Indianapolis, IN
Other Businesses

Name: Michael Schankerman Inv rel: Y Add: At residential address Nature: Life, health, P&C insurance sales Position: Sales Start date: 7/01/2016 No. HR/MO: 10 No. HR/MO during sec trading: 0

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-12-19
S63 Uniform Securities Agent State Law Examination 1987-03-24
  • S66 Uniform Combined State Law Examination
    2000-12-19
  • S63 Uniform Securities Agent State Law Examination
    1987-03-24
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Indianapolis, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor