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Darshankumar Kishor Patel

Bankers Life Advisory Services, Inc.

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About Darshankumar Kishor Patel

Darshankumar Patel is an Investment Adviser Representative at Bankers Life Advisory Services, Inc. Darshankumar is registered with the state of Georgia and holds a Series 65 license. Darshankumar's primary focus is financial planning, portfolio management for individuals and businesses, and educational seminars. Darshankumar has been in the financial services industry since 2015. In addition to their work with Bankers Life Advisory Services, Inc., Darshankumar is also a Unit Supervisor for Bankers Life. This role involves managing a team of agents, hiring and training new agents, and selling insurance products, including Medicare, Medicare Advantage, annuities, and life insurance.

Firm Information

Darshankumar Patel is currently registered with Bankers Life Advisory Services, Inc.. Bankers Life Advisory Services, Inc. is a Chicago, IL-based investment advisor with approximately $1 billion - $10 billion in assets under management. The firm provides financial planning, educational seminars, and portfolio management for individuals and pension and profit-sharing plans. They also offer selection of other advisors and participate in wrap fee programs.
Bankers Life Advisory Services, Inc.

303 E. WACKER DRIVE

CHICAGO, IL 60601

$1.49B

Assets Under Management

Not reported

Total Clients

409

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Non-discretionary investment consulting services

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Darshankumar Patel’s Registration & Firm History

IL

09/24/2020 - Present

Bankers Life Advisory Services, Inc. (CHICAGO IL)

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Licenses & Designations

IA

Issued 09/20/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Darshankumar Kishor Patel.
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