Advisor at Bankers Life Advisory Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Bankers Life Advisory Services, Inc.
Location
Farmington, CT 06032
Credentials
Series 66
Industry experience
4 years
Naranchimeg Mijid is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and four years of industry experience. She has worked with multiple entities affiliated with Bankers Life since 2020 and previously held positions at Charter Oak Financial, Fairfax Data System, Journal Inquirer, Amazon, and Central Connecticut State University. In addition to her advisory role, she is appointed as an insurance sales associate with Bankers Life & Casualty, Inc., where she works with Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach includes customized asset allocation, periodic rebalancing, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.
Based on Bankers Life Advisory Services, Inc.
Based on Bankers Life Advisory Services, Inc.
$0+: Negotiable, ranges from 0.50% to 2.5% annually for Portfolio Management Services Greater than $4 million+: 0.30% annually for Retirement Plan Consulting Services $2 million to $4 million+: 0.40% annually for Retirement Plan Consulting Services $1 million to $2 million+: 0.50% annually for Retirement Plan Consulting Services $1 million and below+: 1.25% annually for Retirement Plan Consulting Services
Hourly rate for Investment Consulting Services, as set forth in contract
Fee-only: Hourly rate for Investment Consulting Services, specific amounts set forth in client contract, fees may be reduced or waived
195 Scott Swamp Rd 2nd Floor
Farmington, CT 06032
Connecticut
Bankers Life Advisory Services, Inc
2022 - Present (4 years)
Bankers Life Securities, Inc
2021 - Present (5 years)
Bankers Life & Casualty, Inc
2020 - Present (6 years)
Charter Oak Financial
2019 - 2019 (1 year)
Fairfax Data System
2019 - 2019 (1 year)
Journal Inquirer
2019 - 2019 (1 year)
Amazon
2018 - 2019 (1 year)
Connecticut Center for Innovative Entrepreneurs, LLC
2016 - 2018 (2 years)
Central Connecticut State University
2009 - 2016 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Series 63
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Bleeck Financial Management, Inc.
Series 63, Series 65
Rocky Hill, CT
Dennis Glynn, CPA
CFP®, Series 63
Hartford, CT
Nutmeg Capital Advisors, LLC
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