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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
OH RA APPROVED 2023-07-17
  • OH RA
    APPROVED
    Since 2023-07-17

Branch Locations

570 Polaris Pkwy Ste 100, Westerville, OH 43082 • United States

303 E. Wacker Drive Ste 500, Chicago, IL 60601 • 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 Westerville OH 10/2018 Present
Bankers Life & Casualty Columbus OH 09/2017 10/2018
Coca-Cola Bottling Co. Consolidated Columbus OH 04/2016 09/2017
Bankers Life Securities Westerville OH 08/2020 Present
Bankers Life Advisory Services Westerville OH 07/2023 Present
  • 10/2018 → Present
    Bankers Life & Casualty
    Westerville, OH
  • 09/2017 → 10/2018
    Bankers Life & Casualty
    Columbus, OH
  • 04/2016 → 09/2017
    Coca-Cola Bottling Co. Consolidated
    Columbus, OH
  • 08/2020 → Present
    Bankers Life Securities
    Westerville, OH
  • 07/2023 → Present
    Bankers Life Advisory Services
    Westerville, OH
Other Businesses

BANKERS LIFE & CASUALTY POSITION: Agent NATURE: Set appointments to identify prospective clients' financial resources and needs. Offer expert life and health insurance policy recommendations to generate sales. Provide continuous, excellent customer service to client base. INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 09/25/2017 ADDRESS: 570 Polaris Pkwy Ste 100, Westerville OH 43082, 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. AMSPIRIT BUSINESS CONNECTIONS POSITION: Secretary NATURE: Networking with business professionals in other industry categories with the intent to receive and pass along qualified referrals to help improve members' business performance. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/23/2022 ADDRESS: PO Box 30724, Columbus OH 43230, United States DESCRIPTION: Follow attendance guidelines. Give adequate number of qualified referrals each month. Only represent one professional category. Practice non-discrimination rules. Pay initial and quarterly dues in a timely manner.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-14
  • S66 Uniform Combined State Law Examination
    2023-07-14
Other Names
  • Andrew Pleune

View on SEC IAPD

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