MC
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Mark Conmy

18 Years of Experience
Chicago, IL
BrokerSells Insurance

Mark Conmy is a registered investment advisor at Bankers Life Advisory Services, INC., based in Chicago, IL, with 18 years of industry experience. Mark 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.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Mark owns a sub-chapter S corporation for tax purposes and is a landlord for a service property. He is also a unit supervisor for Bankers Life & Casualty, recruiting and training insurance agents, and an IAR for BankersLife Securities, spending about 10-20% of his time opening accounts and selling securities.

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
January 2012 - May 2016 · 4 yrs 4 mos
Proequities, INC.Broker
June 2010 - May 2016 · 5 yrs 11 mos
Uvest Financial Services Group, INC.Broker
September 2007 - May 2010 · 2 yrs 8 mos
State Registrations5 states
FLGANCNJVA
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.
Mark Conmy - Financial Advisor | TrueAdvisor