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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-01 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
515 S Washburn Ste 104, Oshkosh, WI 54904 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life And Casualty | De Pere | WI | 10/2012 | 11/2017 |
| Bankers Life Securities Inc | Depere | WI | 04/2017 | 11/2017 |
| Bankers Life & Casualty | Oshkosh | WI | 11/2017 | Present |
| Bankers Life Securities, Inc | Oshkosh | WI | 11/2017 | Present |
| Bankers Life Advisory Services | Oshkosh | WI | 07/2017 | Present |
BANKERS LIFE & CASUALTY POSITION: Unit Sales Manager NATURE: Insurance sales including: Life, Medicare, Critical Illness, Long Term Care, Annuities INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 120 START DATE: 10/08/2012 ADDRESS: 515 S. Washburn St. Suite #104, Oshkosh WI 59404, United States DESCRIPTION: Description: MANAGE A TEAM OF AGENTS, RESPONSIBLE FOR HIRING AND TRAINING OF AGENTS, I am also appointed with KFA through BLC which allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC. 1995-PRESENT: OWNER OF OSHKOSH KARATE CLUB (RUNS OUT OF THE 20TH AVE YMCA IN OSHKOSH). NON-INVESTMENT RELATED, 1265 PHEASANT CREEK DR, MARTIAL ARTS TRAINING, 12 HRS PER MONTH, ZERO HOURS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-02 |
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