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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
WI RA APPROVED 2024-06-06
  • WI RA
    APPROVED
    Since 2024-06-06

Branch Locations

2424 Rimrock Rd. Suite 220, Madison, WI 53713 • 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
Dick's Sporting Goods Madison WI 06/2019 08/2019
Mcfarland School District Mcfarland WI 01/2019 01/2021
University Of Wisconsin Madison Madison WI 08/2019 05/2022
Aerie Preferred Financial Madison WI 05/2021 08/2021
Mcfarland High School Mcfarland WI 09/2015 05/2019
Unemployed Madison WI 05/2022 07/2022
Banker's Life & Casualty, Inc Madison WI 07/2022 Present
Independant Contractor Madison WI 07/2017 Present
Bankers Life Securities, Inc Madison WI 04/2023 Present
Bankers Life Advisory Services, Inc Madison WI 06/2024 Present
  • 06/2019 → 08/2019
    Dick's Sporting Goods
    Madison, WI
  • 01/2019 → 01/2021
    Mcfarland School District
    Mcfarland, WI
  • 08/2019 → 05/2022
    University Of Wisconsin Madison
    Madison, WI
  • 05/2021 → 08/2021
    Aerie Preferred Financial
    Madison, WI
  • 09/2015 → 05/2019
    Mcfarland High School
    Mcfarland, WI
  • 05/2022 → 07/2022
    Unemployed
    Madison, WI
  • 07/2022 → Present
    Banker's Life & Casualty, Inc
    Madison, WI
  • 07/2017 → Present
    Independant Contractor
    Madison, WI
  • 04/2023 → Present
    Bankers Life Securities, Inc
    Madison, WI
  • 06/2024 → Present
    Madison, WI
Other Businesses

BANKERS LIFE & CASUALTY, INC POSITION: Insurance Sales representative / Unit field trainer NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 130 START DATE: 07/11/2023 ADDRESS: 2424 Rimrock Rd, Madison WI 53713, 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. SOLE PROPRIOTOR- MYSELF POSITION: Youth Sports official NATURE: Officiating youth basketball and baseball games INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/15/2017 ADDRESS: 1513 Adams St, Madison WI 53711, United States DESCRIPTION: Officiating High school/ middle school basketball and baseball games. I work with member schools/ organizations in Wisconsin as an independent contractor.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-06
S63 Uniform Securities Agent State Law Examination 2023-05-19
  • S66 Uniform Combined State Law Examination
    2024-06-06
  • S63 Uniform Securities Agent State Law Examination
    2023-05-19
Other Names
  • Patrick Robert Fasick
  • Patrick Fasick

View on SEC IAPD

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