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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2017-06-14 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
950 Trade Centre Way Ste 325, Portage, MI 49002 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Kalamazoo | MI | 09/2007 | Present |
| Rich Vitality, Llc | Paw Paw | MI | 09/2012 | 12/2021 |
| Bankers Life Securities, Inc. | Kalamazoo | MI | 05/2016 | Present |
| Ingber & Associates | Paw Paw | MI | 01/2018 | Present |
| Bankers Life Advisory Services, Inc | Kalamazoo | MI | 05/2017 | Present |
BANKERS LIFE & CASUALTY, INC POSITION: Insurance Agent NATURE: Provide life and health insurance products to retail clients, primarily the senior market. INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 09/04/2007 ADDRESS: 950 Trade Centre Way, suite 325, Portage MI 49002, 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. RICHARD INGBER, LLC POSITION: President NATURE: Life, health and annuity insurance sales and customer service. Investment advisor representative responsibilities and customer service. Licensed in series 6, 63, 7, & 65. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 04/16/2024 ADDRESS: 37805 M 43, Paw Paw MI 49079, United States DESCRIPTION: This is an LLC for my Bankers Life and Bankers Life Securities business transactions. It includes life, health, and annuity insurance sales and customer service, as well as securities investment advice and service.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-03 |
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