Best Investors Account Sign in
Current Employers
Bankers Life Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-07-23
MO RA APPROVED 2022-08-26
OK RA APPROVED 2018-07-30
  • CO RA
    APPROVED
    Since 2026-07-23
  • MO RA
    APPROVED
    Since 2022-08-26
  • OK RA
    APPROVED
    Since 2018-07-30

Branch Locations

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

3065 William St, Ste 309, Cape Girardeau, MO 63703 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Bankers Life And Casualty Company Wichita KS 05/2009 03/2019
Bankers Life Securities, Inc. Wichita KS 05/2016 03/2019
Bankers Life Oklahoma City OK 07/2015 03/2019
Bankers Life Advisory Services, Inc Tulsa OK 03/2019 Present
Bankers Life & Casualty, Inc Tulsa OK 03/2019 Present
Bankers Life Securities Tulsa OK 03/2019 Present
  • 05/2009 → 03/2019
    Bankers Life And Casualty Company
    Wichita, KS
  • 05/2016 → 03/2019
    Bankers Life Securities, Inc.
    Wichita, KS
  • 07/2015 → 03/2019
    Bankers Life
    Oklahoma City, OK
  • 03/2019 → Present
    Tulsa, OK
  • 03/2019 → Present
    Bankers Life & Casualty, Inc
    Tulsa, OK
  • 03/2019 → Present
    Bankers Life Securities
    Tulsa, OK
Previous Registrations
  • 2010-06-29 → 2016-05-27
    Concourse Financial Group Securities, Inc.
    Wichita, KS
    Birmingham, AL
    Wichita, KS
    Birmingham, AL
  • 2009-06-16 → 2010-05-28
    Uvest Financial Services Group, Inc.
    Wichita, KS
  • 2008-06-09 → 2009-05-15
    Investment Advisors Corp
    Wichita, KS
    Wichita, KS
  • 2006-03-17 → 2008-06-16
    Uvest Financial Services Group, Inc.
    Wichita, KS
    Charlotte, NC
    Wichita, KS
    Wichita, KS
    Wichita, KS
  • 2005-05-19 → 2006-02-23
    Morgan Stanley Dw Inc.
    Wichita, KS
    Wichita, KS
Other Businesses

BANKERS LIFE POSITION: Branch Sales Manager NATURE: Insurance sales and recruiting INVESTMENT RELATED: No NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 150 START DATE: 07/16/2022 ADDRESS: 3065 William St, Suite 309, Cape Girardeau MO 63703, 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-05-06
  • S66 Uniform Combined State Law Examination
    2005-05-06

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Chicago, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor