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Current Employers
Bankers Life Advisory Services, Inc.

303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States

Current Registrations

AuthorityCategoryStatusDate
AR RA APPROVED 2025-02-26
MO RA APPROVED 2025-02-25
  • AR RA
    APPROVED
    Since 2025-02-26
  • MO RA
    APPROVED
    Since 2025-02-25

Branch Locations

303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States

1341 W. Battlefield Road, Suite 230, Springfield, MO 65807 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bankers Life & Casualty, Inc Springfield MO 10/2016 Present
Baxter Health Care Mountain Home AR 07/2012 05/2017
Bankers Life Securities, Inc Springfield MO 02/2020 Present
Bankers Life Advisory Services, Inc Springfield MO 02/2025 Present
  • 10/2016 → Present
    Bankers Life & Casualty, Inc
    Springfield, MO
  • 07/2012 → 05/2017
    Baxter Health Care
    Mountain Home, AR
  • 02/2020 → Present
    Bankers Life Securities, Inc
    Springfield, MO
  • 02/2025 → Present
    Springfield, MO
Other Businesses

BANKERS LIFE & CASUALTY, INC POSITION: Unit Sales Manager NATURE: Provide retirement based insurance services to individuals that are about to become 65 or older. Whether it be Medicare Planning, Long Term Care Planning, Critical Illness Planning, Life Insurance Planning, or Financial Planning as well. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 10/14/2016 ADDRESS: 1341 W Battlefield Rd STE 230, Springfield MO 65807, United States 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. DIRT TRACK RACING POSITION: Racecar Driver NATURE: There are races held throughout the year that I will be competing in. I will be driving a racecar to compete in these races. There are zero securities/investments transactions involved in this process. INVESTMENT RELATED: No NUMBER OF HOURS: 18 SECURITIES TRADING HOURS: 0 START DATE: 04/13/2022 ADDRESS: 905 Deerfield Drive, Harrison AR 72601, United States DESCRIPTION: There are no requirements. It is simply racing an oval track Dirt Racecar.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-24
S63 Uniform Securities Agent State Law Examination 2020-07-13
  • S66 Uniform Combined State Law Examination
    2025-02-24
  • S63 Uniform Securities Agent State Law Examination
    2020-07-13

View on SEC IAPD

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