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Mark Conmy

Bankers Life Advisory Services, Inc.

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About Mark Conmy

Mark Conmy is a registered investment advisor representative with Bankers Life Advisory Services, Inc. Mark is a veteran financial professional with over 15 years of experience in the industry. Mark holds Series 6, 7, 24 and 66 licenses and has held positions with ProEquities, Inc. and UVEST Financial Services Group, Inc. in the past. Mark focuses on offering financial planning and portfolio management services for individuals, including high net worth individuals, and pension and profit-sharing plans.

Firm Information

Mark Conmy 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 Conmy’s Registration & Firm History

IL

07/20/2016 - Present

Bankers Life Advisory Services, Inc. (CHICAGO IL)

FL

06/04/2010 - 05/26/2016

PROEQUITIES, INC. (JACKSONVILLE FL)

FL

09/26/2007 - 05/21/2010

UVEST FINANCIAL SERVICES GROUP, INC. (JACKSONVILLE FL)

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Licenses & Designations

BOTH

Issued 01/16/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/27/2014

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/17/2010

Series 7 - General Securities Representative Examination

BC

Issued 09/25/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Conmy.
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