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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-03-31 |
Branch Locations
304 E. Broadway Suite A, Mt. Pleasant, MI 48858 • United States
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Mt. Pleasant | MI | 07/2023 | Present |
| Grunst Brothers Party Store | Big Rapids | MI | 09/2022 | 10/2024 |
| Onpoint Employment Solutions | Big Rapids | MI | 09/2022 | 03/2023 |
| Sea Quest Kayak Tours | Friday Harbor | WA | 05/2022 | 09/2022 |
| Unemployed | Big Rapids | MI | 03/2022 | 05/2022 |
| Stenger And Stenger | Grand Rapids | MI | 08/2021 | 03/2022 |
| Dunham's Sports | Marquette | MI | 07/2021 | 08/2021 |
| Walmart | Marquette | MI | 10/2019 | 06/2021 |
| River Junction Bar And Grill | Hersey | MI | 05/2019 | 08/2019 |
| H And D Chuckwagon | Reed City | MI | 05/2019 | 07/2019 |
| Crossroads Charter Academy | Big Rapids | MI | 08/2012 | 05/2019 |
| Bankers Life Securities, Inc | Mt Pleasant | MI | 12/2024 | Present |
| Bankers Life Advisory Services, Inc | Mt Pleasant | MI | 03/2025 | Present |
BLC POSITION: Agent NATURE: Life and health insurance sales specifically as it relates to Bankers Life products Building and maintaining a book of business Building client relationships Servicing active client policies Selling life and health insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 07/19/2023 ADDRESS: 2026 Independence Dr, Ste C, Mt Pleasant MI 48858, 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. GRUNST BROTHERS PARTY STORE POSITION: Cashier NATURE: This is a liquor store. I will be stocking and running a cash register on the weekends and once in a while throughout the week. I may also be asked to help with inventory counting from time to time. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 08/02/2025 ADDRESS: 624 N State Street, Big Rapids MI 49307, United States DESCRIPTION: I will only be working the front counter at the store as a cashier and stocker. BAKER'S MANAGEMENT SERVICE POSITION: Tax Preparer NATURE: The company helps with tax preparation and tax strategy for individuals as well as small businesses. They service the area of Big Rapids and some of the surrounding communities. INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 16 START DATE: 05/07/2026 ADDRESS: 119 W grand Traverse St, Big Rapids MI 49307, United States DESCRIPTION: I will be helping with monthly/quarterly financial statements and balance sheets for S-corps, as well as regular 1040 tax return forms. I'm expected to be there about 4 hours each week for most of the year, and then for 15 hours during tax season.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-22 |
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