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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
MI RA APPROVED 2021-05-24
  • MI RA
    APPROVED
    Since 2021-05-24

Branch Locations

3350 Eagle Park Drive Ste 104, Grand Rapids, MI 49525 • 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 And Casualty Grand Rapids MI 03/2002 Present
Bankers Life Securities Grand Rapids MI 01/2018 Present
  • 03/2002 → Present
    Bankers Life And Casualty
    Grand Rapids, MI
  • 01/2018 → Present
    Bankers Life Securities
    Grand Rapids, MI
Other Businesses

BANKERS LIFE & CASUALTY POSITION: Branch Sales Manager NATURE: Insurance products devoted to the needs of senior middle America INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 08/01/2004 ADDRESS: 3350 Eagle Park Drive NE, Grand Rapids MI 49525, 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. PROPER EU POSITION: Lender NATURE: Proper Eu is a medical and aesthetics practice who focuses on aesthetics medicine including neuromodulators, dermal fillers, youth and adult acne, collagen stimulation therapies, microneedling and Platelet Rich Plasma (PRP), hormone replacement, hair loss and rejuvenation and PDO thread lifts. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/13/2023 ADDRESS: 9809 cherry valley ave se, suite c, Caledonia MI 49316, United States DESCRIPTION: My Brother and sister-in-law owns a medical and Aesthetics center. I loaned her some money to purchase some equipment for her business. Wesigned a promissory note related to how repayment of principal will work along with paying me some royalties from the revenue generated from the equipment use for the 48 month period following repayment of principal sum.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-05-18
S63 Uniform Securities Agent State Law Examination 2019-09-19
  • S65 Uniform Investment Adviser Law Examination
    2021-05-18
  • S63 Uniform Securities Agent State Law Examination
    2019-09-19
Other Names
  • James Osterhouse
  • Jd Osterhouse

View on SEC IAPD

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