MC
MC

Michael Connor

21 Years of Experience
Chicago, IL
BrokerSells Insurance

Michael Connor is a registered investment advisor at Bankers Life Advisory Services, INC., based in Chicago, IL, with 21 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,822 clients with $1.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
504 advisors
Number of Clients
11,822 clients
Average Client Portfolio
$164K average
Assets Under Management
$1.9B

Fee Structure

Investment management only (planning not offered)

Bankers Life Advisory Services (BLAS) charges an annual fee for managing your investment portfolio, ranging from 0.50% to 2.5% of the portfolio's value. This fee is negotiable. The fee is deducted from your account quarterly in advance.

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Location

303 E. Wacker Drive, Ste 500, Chicago, IL, 60601

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Michael works as an agent/USM at Bankers Life, focusing on insurance sales and management, including life, health, long-term care insurance, and annuities. He also recruits and trains insurance agents, dedicating about half of his time to these activities.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
July 2016 - Present · 9 yrs 10 mos
Bankers Life Securities, INC.Broker
May 2016 - Present · 10 yrs
Previous Registrations
Investment Advisors
August 2015 - May 2016 · 9 mos
Proequities, INC.Broker
August 2015 - May 2016 · 9 mos
Commonwealth Financial Network
January 2015 - August 2015 · 7 mos
Commonwealth Financial NetworkBroker
January 2015 - August 2015 · 7 mos
Invest Financial Corporation
October 2012 - January 2015 · 2 yrs 3 mos
Invest Financial CorporationBroker
October 2012 - January 2015 · 2 yrs 3 mos
Transamerica Financial Advisors, INC.
February 2011 - November 2012 · 1 yr 9 mos
Transamerica Financial Advisors, INCBroker
February 2011 - November 2012 · 1 yr 9 mos
Directed Services LLC
September 2009 - November 2010 · 1 yr 2 mos
Directed Services LLCBroker
December 2004 - November 2010 · 5 yrs 11 mos
Metropolitan Life Insurance CompanyBroker
September 2003 - March 2004 · 6 mos
Metlife Securities INC.Broker
September 2003 - March 2004 · 6 mos
State Registrations10 states
DEFLMDNCNJPASCTXVAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.