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Margaret Jacobsen Lane

Bankers Life Advisory Services, Inc.

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About Margaret Jacobsen Lane

Margaret Jacobsen Lane is an Investment Advisor Representative at Bankers Life Advisory Services, Inc. based in Charlotte, NC. Margaret is a registered representative in North Carolina and South Carolina, and holds the Series 66, Series 7TO, and SIE licenses. Margaret has been in the financial services industry since July 2020, and has experience in insurance and investment consulting. Margaret's primary focus is to provide financial planning and portfolio management services to individuals and pension and profit sharing plans. Margaret is also a 1099 agent for Bankers Life and Casualty Company, and is appointed with KFA through BLC. This allows her to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC. Margaret is committed to providing her clients with the highest quality financial advice and service.

Firm Information

Margaret Lane 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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Margaret Lane’s Registration & Firm History

NC

10/20/2023 - Present

Bankers Life Advisory Services, Inc. (Charlotte NC)

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Licenses & Designations

BOTH

Issued 10/11/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/19/2023

Series 7TO - General Securities Representative Examination

BC

Issued 03/08/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Margaret Jacobsen Lane.
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