RD
Robert C. Donati
BANKERS LIFE ADVISORY SERVICES
Muncie, IN 47304
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CRD#: 3082062
RD
Professional summary
Robert Charles Donati is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Muncie, Indiana and BANKERS LIFE SECURITIES, INC. located in Muncie, Indiana.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Robert has worked at 6 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
INS POSITION: AGENT NATURE: INS INVESTMENT RELATED: YES NUMBER OF HOURS: 80 INVESTMENT RELATED HOURS: 10 START DATE: 09/03/1973 ADDRESS: 220 S WALNUT ST, 301, MUNCIE IN 47304 DESCRIPTION: SALES SERVICE BANKERS LIFE & CASUALTY POSITION: UNIT SUPERVISOR/INSURANCE REPRESENTATIVE NATURE: INSURANCE SALES INVESTMENT RELATED: NO NUMBER OF HOURS: 200 INVESTMENT RELATED HOURS: 20 START DATE: 08/01/2004 ADDRESS: 2100 W WHITE RIVER BLVD, SUITE 130, MUNCIE IN 47303 DESCRIPTION: MANAGE INSURANCE AGENTS AND PROVIDE SALES SUPPORT. INSURANCE SALES. MUNCIE ENDURATHON,INC POSITION: BOARD MEMBER NATURE: ATHLETICS INVESTMENT RELATED: NO NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 0 START DATE: 08/25/1980 ADDRESS: MUNCIE, MUNCIE IN 47302 DESCRIPTION: CHARITABLE INC FOME POSITION: BOARD MENBER NATURE: SUPPORT COMMUNITY ATHLETICS INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1990 ADDRESS: NONE, MUNCIE IN 47304, United States DESCRIPTION: ATTENDING MEETINGS
CRS (Client Relationship Summary) - RIA
Click below to view Robert Charles Donati's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 22, 2023 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 3601 N Everbrook Lane, Muncie, IN 47304RIA
CRD#: 281285
Muncie, IN
Current
May 26, 2016 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 3601 N Everbrook Lane, Muncie, IN 47304BD
CRD#: 173962
Muncie, IN
Past
June 16, 2010 - May 26, 2016
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
MUNCIE, IN
Past
January 10, 2005 - May 21, 2010
UVEST FINANCIAL SERVICES GROUP, INC.
BD
CRD#: 13787
MUNCIE, IN
Past
June 10, 2002 - January 4, 2005
AFS BROKERAGE, INC.
BD
CRD#: 25924
AUSTIN, TX
Past
March 24, 1999 - June 10, 2002
CONSECO SECURITIES, INC.
BD
CRD#: 29367
CARMEL, IN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BL
BANKERS LIFE ADVISORY SERVICES, INC.
BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
RIA
Registered Investment Advisory firm - (11/18/2015 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(5/23/2018)
RR
Indiana(5/26/2016)
IAR
Indiana(5/22/2023)
RR
Wisconsin(8/31/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BL
BANKERS LIFE ADVISORY SERVICES, INC.
BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
RIA
Registered Investment Advisory firm - (11/18/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
303 E. Wacker Drive 5th Fl, Chicago, IL 60601
Mailing Address
Phone number
(844) 553-9083
Established
Firm type
Fiscal year end
# of Employees
384
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14,938 |
| AUM (Assets Under Management) | $ 1,943,847,697 |
Red Flags
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Company Information
BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285Muncie, IN 47304TRUST BUT VERIFY
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