Best Investors Account Sign in
Current Employers
Bankers Life Advisory Services, Inc.

303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2016-07-27
  • IN RA
    APPROVED
    Since 2016-07-27

Branch Locations

3231 N Green River Road Ste 310, Evansville, IN 47715 • 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 & Casualty, Inc Evansville IN 01/2012 Present
Bankers Life Securities, Inc. Evansville IN 05/2016 Present
Synergy Real Estate Partners Llc Huntingburg IN 07/2016 Present
One Image Properties Llc Owensboro KY 01/2018 Present
Bankers Life Advisory Services, Inc Evansville IN 07/2016 Present
  • 01/2012 → Present
    Bankers Life & Casualty, Inc
    Evansville, IN
  • 05/2016 → Present
    Bankers Life Securities, Inc.
    Evansville, IN
  • 07/2016 → Present
    Synergy Real Estate Partners Llc
    Huntingburg, IN
  • 01/2018 → Present
    One Image Properties Llc
    Owensboro, KY
  • 07/2016 → Present
    Evansville, IN
Previous Registrations
  • 2016-02-01 → 2016-05-27
    Concourse Financial Group Securities, Inc.
    Evansville, IN
    Evansville, IN
    Birmingham, AL
    Birmingham, AL
Other Businesses

BANKERS LIFE & CASUALTY, INC POSITION: Unit Sales Manager NATURE: Teaching and training the agents in the office. Working with my existing client as well as new clients. ? INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2012 ADDRESS: 3231 N. Green River Rd. #310, Evansville IN 47715, 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. SYNERGY REAL ESTATE PARTNERS LLC POSITION: Owner/ Member NATURE: We buy and sell various real estate. Currently hold commercial real estate (1 property under management.) INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/08/2016 ADDRESS: 214 Cedar Heights, Huntingburg IN 47542 DESCRIPTION: Buy and sell various real estate. No title held except for 1/3 owner. Currently own 1 commercial property. ONE VISION PROPERTIES LLC POSITION: Member/Owner NATURE: The purchase of residential real estate for rental purposes only. Properties will be managed by a independent property manager. No title held except for 34% owner Matthew Wedding, 33% Shane Powell (No relation/Business Partner), 33% Jeffrey White (No relation/Business Partner), Currently owns 1 residential property. Owner's only duties are to make spending decisions when needed and the purchase of additional future properties. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/18/2020 ADDRESS: 2045 Northwood Dr, Owensboro KY 42301, United States DESCRIPTION: The purchase of residential real estate for rental purposes only. Properties will be managed by an independent property manager. MNW FINANCIAL SERVICES LLC POSITION: Manager NATURE: Specifically set up for payroll purposes only. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/25/2025 ADDRESS: 2045 Northwood Dr, Owensboro KY 42301, United States DESCRIPTION: This LLC was opened specifically for tax purposes for payroll related to BLC/BLS/AS. There are no expectations or requirements for me.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-02-01
S63 Uniform Securities Agent State Law Examination 2009-02-02
  • S66 Uniform Combined State Law Examination
    2016-02-01
  • S63 Uniform Securities Agent State Law Examination
    2009-02-02
Other Names
  • Matt Nicholas Wedding
  • Matthew N Wedding

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Evansville, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor