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Russell James Dolan

Bankers Life Advisory Services, Inc.

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About Russell James Dolan

Russell Dolan has been a registered investment advisor since 2002. Russell is a Series 6, 7, 24, 63 and 65 licensed professional. Russell is currently a Branch Manager with Bankers Life Advisory Services, Inc. Prior to joining Bankers Life, Russell was with ProEquities, Inc. for 5 years and UVEST Financial Services Group, Inc. for 5 years. Russell's investment focus is on insurance and fixed/indexed annuity products. Russell is also an equity owner in a winery.

Firm Information

Russell Dolan 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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Russell Dolan’s Registration & Firm History

MA

06/26/2017 - Present

Bankers Life Advisory Services, Inc. (Waltham MA)

MA

07/15/2010 - 02/04/2016

PROEQUITIES, INC. (WALTHAM MA)

CT

01/14/2005 - 05/28/2010

UVEST FINANCIAL SERVICES GROUP, INC. (FARMINGTON CT)

TX

09/12/2002 - 01/04/2005

AFS BROKERAGE, INC. (AUSTIN TX)

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Licenses & Designations

IA

Issued 10/19/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/12/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/26/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/12/2002

Series 7 - General Securities Representative Examination

BC

Issued 09/10/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Russell James Dolan.
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