Advisor at Bankers Life Advisory Services, Inc.
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Firm
Bankers Life Advisory Services, Inc.
Location
Traverse City, MI 49686
Credentials
Series 66
Industry experience
< 1 year
Michael Dib is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has been with the Bankers Life family of companies since 2024. Prior to his advisory career, he worked in healthcare at Grand Traverse Pathology, LLC and Wm. Beaumont Hospital. Outside of his advisory role, Dib serves as a volunteer junior officer at the Empire Masonic Lodge No. 597, a fraternal organization involved in local community activities. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.
Based on Bankers Life Advisory Services, Inc.
0.50% to 2.5% annually (negotiable) for Portfolio Management Services
Certain Investment Advisors are registered representatives and earn commissions from brokerage and insurance product sales separately.
Hourly fees charged for Investment Consulting Services; specific rates set forth in consulting contracts.
Fee-only: Investment Consulting Services charged on an hourly rate basis, fees negotiable and may be reduced or waived.
1760 Forest Ridge Dr Ste B
Traverse City, MI 49686
Michigan
Bankers Life Advisory
2025 - Present (1 year)
Bankers Life Securities
2025 - Present (1 year)
Bankers Life & Casualty
2024 - Present (2 years)
Grand Traverse Pathology, llc
2016 - 2024 (8 years)
Wm. Beaumont Hospital
2015 - 2016 (1 year)
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
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