Danny
Lai
Bankers Life Advisory Services, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Danny Lai is a financial advisor based out of Fort Wayne, Indiana with a total of 3 years of industry experience. Lai works at Bankers Life Advisory Services, Inc. Their career trajectory has included roles at State Farm Insurance, Bed Bath And Beyond, State Farm Vp Management Corp, Danny Lai Insurance Agency, Bankers Life & Casualty Co, Bankers Life Securities, Inc and Bankers Life And Casualty. Lai maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Indiana. Bankers Life Advisory Services, Inc is a firm that has its headquarters in Chicago, IL. It has offices in 136 locations and a total of 363 people on staff. It manages $1 billion in assets under management between its 10,292 accounts, making it one of the larger financial advisory firms in the United States by assets under management. Bankers Life Advisory Services, Inc has a wide set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advice typically are based on the type of services. However, fees billed by Bankers Life Advisory Services, Inc can include asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Bankers Life Advisory Services, Inc Brokerage Details
$1,125,123,822
363
10,292
$109,320
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Danny Lai Work History
Danny has been registered as a financial advisor for 3 years.*
Bankers Life Securities, Inc
Bankers Life & Casualty Co
Bankers Life And Casualty
State Farm Insurance
State Farm Vp Management Corp
Danny Lai Insurance Agency
Bed Bath And Beyond
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Danny Lai 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
Frederick, MD
Chicago, IL
Mount Pleasant, MI
Chicago, IL
Chicago, IL
Chicago, IL
Fort Wayne, IN
Erie, PA
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
