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Robert Charles Donati

Bankers Life Advisory Services, Inc.

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About Robert Charles Donati

Robert Donati is a financial professional with over 24 years of experience in the financial services industry. Robert has worked with Bankers Life Advisory Services, Inc. since May 2016. Before that, Robert was associated with ProEquities, Inc., UVEST Financial Services Group, Inc., AFS Brokerage, Inc., and Conseco Securities, Inc. Robert is a licensed agent in Arizona, Indiana, Tennessee and Wisconsin. Robert is a Chartered Financial Consultant and holds the Series 6, Series 63, and SIE licenses. Robert works with clients in the following areas: financial planning, educational seminars, and portfolio management for individuals.

Firm Information

Robert Donati 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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Robert Donati’s Registration & Firm History

IN

05/22/2023 - Present

Bankers Life Advisory Services, Inc. (Muncie IN)

IN

06/16/2010 - 05/26/2016

PROEQUITIES, INC. (MUNCIE IN)

IN

01/10/2005 - 05/21/2010

UVEST FINANCIAL SERVICES GROUP, INC. (MUNCIE IN)

TX

06/10/2002 - 01/04/2005

AFS BROKERAGE, INC. (AUSTIN TX)

IN

03/24/1999 - 06/10/2002

CONSECO SECURITIES, INC. (CARMEL IN)

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Licenses & Designations

BC

Issued 01/21/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/23/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Robert Charles Donati. Review regulatory record here.
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