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Mark Andrew Banac

Bankers Life Advisory Services, Inc.

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About Mark Andrew Banac

Mark Andrew Banac is an investment advisor representative with Bankers Life Advisory Services, Inc. Mark Banac has been working in the financial services industry since October 2020. Mark Banac is registered with the state of New York. Mark Andrew Banac's current employment is with Bankers Life Advisory Services, Inc. and Mark Banac has previous employment with BANKERS LIFE SECURITIES, INC.. Mark Banac is also appointed with KFA through BLC which allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC. Mark Banac provides investment advisory services, including financial planning and portfolio management for individuals.

Firm Information

Mark Banac 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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Mark Banac’s Registration & Firm History

NY

03/22/2024 - Present

Bankers Life Advisory Services, Inc. (Syracuse NY)

IL

11/06/2020 - 12/08/2020

BANKERS LIFE SECURITIES, INC. (CHICAGO IL)

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Licenses & Designations

IA

Issued 12/28/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/21/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/24/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/15/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Mark Andrew Banac. Review regulatory record here.
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