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Michael Jeffrey Connor

Bankers Life Advisory Services, Inc.

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About Michael Jeffrey Connor

Michael Connor is a registered investment advisor representative with Bankers Life Advisory Services, Inc. Michael has been in the financial services industry for 17 years. Michael Connor is a Series 7 and Series 63 licensed financial advisor. Michael Connor has a current registration in Delaware as a Registered Investment Advisor. In addition to their work with Bankers Life Advisory Services, Inc. Michael Connor is also an agent and unit sale manager for Bankers Life.

Firm Information

Michael Connor 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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Michael Connor’s Registration & Firm History

IL

07/05/2016 - Present

Bankers Life Advisory Services, Inc. (CHICAGO IL)

DE

08/03/2015 - 05/26/2016

PROEQUITIES, INC. (NEWARK DE)

DE

01/05/2015 - 08/03/2015

COMMONWEALTH FINANCIAL NETWORK (Greenville DE)

DE

10/29/2012 - 01/06/2015

INVEST FINANCIAL CORPORATION (NEWARK DE)

DE

02/16/2011 - 11/16/2012

TRANSAMERICA FINANCIAL ADVISORS, INC (NEW CASTLE DE)

PA

12/02/2004 - 11/30/2010

DIRECTED SERVICES LLC (WEST CHESTER PA)

MA

09/04/2003 - 03/08/2004

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

09/04/2003 - 03/08/2004

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

IA

Issued 09/21/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/05/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/03/2017

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/03/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Jeffrey Connor.
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