Robert Charles Donati

Employer firm

Bankers Life Advisory Services, Inc. CRD 281285

$2.49B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1973 → Present
  Bankers Life & Casualty Co
  Muncie, IN
• 08/1980 → Present
  Muncie Endurathon,Inc
  Muncie, IN
• 05/2016 → Present
  Bankers Life Securities, Inc.
  Muncie, IN
• 09/1973 → 01/2018
  Baners Life
  Muncie, IN
• 05/2023 → Present
  Bankers Life Advisory Services, Inc.
  Muncie, IN

Other Businesses

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

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-01-21

Designations

• Chartered Financial Consultant