Robert
Donati

Bankers Life Advisory Services, Inc

CRD#3082062
Investment Advisor
in Chicago, IL

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About this Advisor

Robert Donati is a financial advisor based in Chicago, Illinois, working with Bankers Life Advisory Services, Inc. Robert has previously held positions at Bankers Life Securities, Inc, Baners Life, Bankers Life & Casualty Co, Proequities, Inc, and Muncie Endurathon, Inc. Robert has passed the Series 63 regulatory exam and is registered to provide services in Indiana. Currently, Robert is part of Bankers Life Advisory Services, Inc, which operates out of Chicago, Illinois. The firm has 136 offices and 378 employees. The firm manages assets totaling $1.5 billion. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Bankers Life Advisory Services, Inc includes asset-based and other fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Others

Office Location

303 E. Wacker Drive 5Th Fl
Chicago, IL 60601

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Bankers Life Advisory Services, Inc Brokerage Details

Total Assets Under Management

$1,486,019,075

IL Average: $6,674,516,078
Total Number of Employees

378

IL Average: 44
Total Number of Accounts

13,089

IL Average: 2,564
Average Account Size

$113,532

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Robert Donati Work History

2023 - Present (1 year)

Bankers Life Securities, Inc

2016 - Present (8 years)

Bankers Life Securities, Inc

1980 - Present (44 years)

Muncie Endurathon,Inc

1973 - Present (51 years)

Bankers Life & Casualty Co

2010 - 2016 (6 years)

Proequities, Inc

1973 - 2018 (45 years)

Baners Life

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Disclosures

Please visit the SEC profile of Robert Donati to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bankers Life Advisory Services, Inc

Cody Russell
Chicago, IL
Harry Zhang
Chicago, IL
Kasey Walton
Chicago, IL
Frank Buonomo
Las Vegas, NV
Ryan Stiefermann
Columbia, MO
Asha Shetty
Mckinney, TX
Kyle Hodnett
Chicago, IL
Kurt Richter
Chicago, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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