Susan E Thomas

Current Employers

Employment History

• 03/2016 → 03/2020
  Care Net Of Missoula
  Missoula, MT
• 07/2020 → 05/2023
  Grant Winn
  Missoula, MT
• 03/2020 → 07/2020
  Unemployed
  Lolo, MT
• 08/2021 → 03/2023
  Northwestern Mutual Investment Services Llc
  Missoula, MT
• 05/2023 → Present
  Bankers Life Securities, Inc
  Missoula, MT
• 07/2024 → Present
  Bankers Life Advisory Services, Inc
  Missoula, MT
• 03/2023 → Present
  Bankers Life & Casualty, Inc
  Missoula, MT

Other Businesses

BANKERS LIFE & CASUALTY POSITION: Agent NATURE: Insurance Sales? INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 02/27/2023 ADDRESS: 320B Expressway, Missoula MT 59808, United States DESCRIPTION: I am a 1099 agent for Bankers Life and Casualty Company (BLC). As a BLC agent, 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. 50% OWNER, DIAGONOAL 85 SUR #B5 EJIDAL, QR, DIAGONOAL 85 SUR #B5 EJIDAL, QR, PLAYA DEL CARMEN, , MONTANA, 77712, MEXICO, INVESTMENT PROPERTY, START DATE: 8/16/2022, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, WE OWN THIS AS A PERSONAL VACATION HOME, NOT AS A BUSINESS. PRIVATE RESIDENTIAL RENTAL PROPERTY POSITION: Landlord NATURE: This is a residential private rental property. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2014 ADDRESS: 2625 Southhills Dr, Missoula MT 59803, United States DESCRIPTION: My husband and I jointly own a property that we rent out through Millennium Real Estate Management Company. Millennium manages the day-to-day operations. CARE NET OF MISSOULA POSITION: President of the Board NATURE: Care Net is a not-for-profit clinic. They provide free pregnancy support services, such as pregnancy tests and ultrasounds. They also provide free and low-cost STD testing. The support center side of the business provides free maternity clothing & items, baby & toddler clothing and items, diapers, formula, parenting education, and referrals to local services for low-income or marginalized individuals and families. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 4 START DATE: 09/15/2021 ADDRESS: 1515 Fairview Ave, Ste 250, Missoula MT 59801, United States DESCRIPTION: Lead and organize board meetings. Oversee operation of the non-profit clinic/support center and supervise the Director in conjunction with the other board members. Occasional service at functions and occasional volunteer help. Board meetings occur every 2 months and last approximately 1.5 hours. THE DRAMATIC PEN PRESS, LLC POSITION: Owner/Publisher NATURE: Publication of books, fiction, non-fiction, poetry, drama, cookbooks. Services (primarily for writers) including editing, Illustrations, logo designs, t-shirt designs, videos and animations, book design and manuscript formatting. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/15/2013 ADDRESS: Lolo MT 59847, United States DESCRIPTION: This is a small publishing company through which I edit, design, and publish my books as well as those of other people. I charge fees for editing and book design for certain clients. For a select few, I offer traditional, royalty-based publication (no up front fee). I was the sole owner until 7/7/2026, when I added my daughter, Yesenia Thomas, as a 50% co-owner. She will be doing illustrations, videos, animations, logo designs, etc. through this business. We have no employees or other contracted workers at this time.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-08
• S63 Uniform Securities Agent State Law Examination
  2022-02-24

Other Names

• Susan E Brown
• Susan E Brown
• Susan E Thomas