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Gunnar Swain Gavin

Bankers Life Advisory Services, Inc.

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About Gunnar Swain Gavin

Gunnar Gavin is a financial advisor who has been in the industry since 2015. Gunnar is currently registered with Bankers Life Advisory Services, Inc. and has been with the firm since 2018. Prior to that, Gunnar was affiliated with ProEquities, Inc. Gunnar offers investment advisory services to both individuals and businesses. Gunnar provides financial planning, educational seminars, and selection of other advisers. Gunnar has a wide range of experience and is dedicated to helping clients achieve their financial goals.

Firm Information

Gunnar Gavin 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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Gunnar Gavin’s Registration & Firm History

MI

06/29/2018 - Present

Bankers Life Advisory Services, Inc. (Traverse City MI)

MI

04/30/2015 - 05/26/2016

PROEQUITIES, INC. (TRAVERSE CITY MI)

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Licenses & Designations

BOTH

Issued 06/21/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/04/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/05/2018

Series 7 - General Securities Representative Examination

BC

Issued 04/30/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Gunnar Swain Gavin. Review regulatory record here.
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