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Michael Jacob Dib

Investment Adviser Representative at Bankers LIFE Advisory Services, Inc.

Traverse City, MICRD #8061541Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Michael Jacob Dib is an investment adviser representative with Bankers LIFE Advisory Services, Inc. in Traverse City, MI, where they have been registered since 2025, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Michigan.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Michigan
Broker:
2 states and territories

California, Michigan

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 9/19/2025
Series 7
General Securities Representative Examination
Passed 6/12/2025
SIE
Securities Industry Essentials Examination
Passed 3/4/2025

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Bankers LIFE Advisory Services, Inc.Current
9/25/2025 – Traverse City, MI

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Bankers Life & Casualty
    Feb 2024 – no end date reportedTraverse City, MI
  2. Grand Traverse Pathology, llc
    Jun 2016 – Dec 2024Traverse City, MI
  3. Bankers Life Securities
    Apr 2025 – no end date reportedTransverse City, MI
  4. Bankers Life Advisory
    Sep 2025 – no end date reportedTransverse City, MI

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Bankers LIFE Advisory Services, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Other
Firm's annual rate schedule by assets
  • Greater than $4 million0.30%
  • $2 million to $4 million0.40%
  • $1 million to $2 million0.50%
  • $1 million and below1.25%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Fee-based investment management including Professional Third-Party Portfolio Management and Trading, Portfolio Rebalancing, Annual Asset Based Management Fee Structure, Fiduciary Standard of Care, and Quarterly Performance Reporting.

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other AdvisersEducational Seminars and Workshops
Firm areas of expertise
Fee-based Investment ManagementThird-party Model PortfoliosPortfolio RebalancingFiduciary StandardWealth ManagementRetirement PlanningSEC-registered Investment Advisor

Client types the firm serves

IndividualsHigh Net WorthPension/Profit Sharing

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
533
Offices listed on AdvisorFinder:
26
Main office:
Chicago, IL
SEC file number:
801-106953

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 31, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael Jacob Dib has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Michael Jacob Dib (Bankers LIFE Advisory Services)