Kelly H Bandli

Current Employers

Employment History

• 03/2011 → Present
  American Senior Benefits
  Traverse City, MI
• 10/2011 → 01/2023
  The Leaders Group, Inc.
  Littleton, CO
• 01/2023 → Present
  Success Wealth Management Llc
  Wexford, PA
• 07/2020 → Present
  Fresh Coast Host
  Traverse City, MI
• 04/2015 → Present
  Bandli Financial Llc
  Traverse City, MI

Other Businesses

1.) BANDLI FINANCIAL INC - 3/5/2015 - 2062 N US 31 S, Traverse City, MI 49685 - President/Owner, manage, train, and develop new agents within american senior benefits. schedule and run meetings with clients to advise them on insurance and investment needs., an s-corp that i started at my cpa's advice to ease the tax burden of being a 1099 person. i am the president and sole person with any duties relating to the s-corp, Invt Rel, 200 hrs/mo; 160 hrs/mo (during trading hours). 2.) AMERICAN SENIOR BENEFITS - 3/1/2011 - 2062 N US 31 S, Traverse City, MI 49685 - Insurance Agent/Executive Officer, produce insurance business in life and health, manage, train, and develop new agents; oversee production for office., insurance imo focusing on the senior market (primarily over age 55), Not Invt Rel, 200 hrs/mo; 140 hrs/mo (during trading hours). 3.) RENTAL PROPERTY (BLACK BEAR FARMS CONDO UNIT RENTAL) - 9/23/2016 - 4834 Black Bear Drive, Traverse City, MI 49685 - Owner/Landlord, schedule necessary repairs when needed; List property for rent if current renters vacate., 1 rental condo owned by my and my husband, Not Invt Rel, 1 hrs/mo; 0 hrs/mo (during trading hours). 4.) MODERN DISTRICT FINANCIAL - 3/30/2011 - 2062 N US 31 S, Traverse City, MI 49685 - Executive Officer - Responsible For Production, Overseeing Production, And Training And Development Of Agents, develop/mentor/train agent in insurance industry and write health ins, insurance imo focusing on the senior market (primarily over age 55), Not Invt Rel, 200 hrs/mo; 140 hrs/mo (during trading hours). 5.) FRESH COAST HOST, LLC - 2050 W Schuss Mountain Dr, Unit 5, Bellaire, MI 49615 - Co-Owner, Vacation Rental, marketing and management of Air BnB rental, Not Inv't Rel, 10 hrs/mo; 0 hrs/mo(during trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-09-09
• S63 Uniform Securities Agent State Law Examination
  2008-08-02

Other Names

• Kelly Helen O'COnnor
• Kelly Helen Dachtler
• Kelly H Dachtler