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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 2017-06-14
  • MI RA
    APPROVED
    Since 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

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 & 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
  • 09/2007 → Present
    Bankers Life & Casualty, Inc
    Kalamazoo, MI
  • 09/2012 → 12/2021
    Rich Vitality, Llc
    Paw Paw, MI
  • 05/2016 → Present
    Bankers Life Securities, Inc.
    Kalamazoo, MI
  • 01/2018 → Present
    Ingber & Associates
    Paw Paw, MI
  • 05/2017 → Present
    Kalamazoo, MI
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-05-04
S63 Uniform Securities Agent State Law Examination 2015-01-03
  • S65 Uniform Investment Adviser Law Examination
    2017-05-04
  • S63 Uniform Securities Agent State Law Examination
    2015-01-03

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