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
MO RA APPROVED 2022-05-10
  • MO RA
    APPROVED
    Since 2022-05-10

Branch Locations

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

100 Ne Tudor Rd, Ste 103, Lee's Summit, MO 64086 • 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
Mutual Of Omaha Overland Park KS 07/2010 Present
Mutual Of Omaha Investor Services, Inc Omaha NE 09/2010 Present
Mutual Of Omaha Investment Services Overland Park KS 11/2010 Present
Bankers Life Advisory Services, Inc Lee's Summit MO 05/2022 Present
Bankers Life Securities, Inc Lee's Summit MO 05/2022 Present
Bankers Life & Casualty, Inc Lee's Summit MO 03/2022 Present
  • 07/2010 → Present
    Mutual Of Omaha
    Overland Park, KS
  • 09/2010 → Present
    Omaha, NE
  • 11/2010 → Present
    Mutual Of Omaha Investment Services
    Overland Park, KS
  • 05/2022 → Present
    Lee's Summit, MO
  • 05/2022 → Present
    Bankers Life Securities, Inc
    Lee's Summit, MO
  • 03/2022 → Present
    Bankers Life & Casualty, Inc
    Lee's Summit, MO
Previous Registrations
Other Businesses

BANKERS LIFE & CASUALTY POSITION: USV NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 55 SECURITIES TRADING HOURS: 50 START DATE: 03/02/2022 ADDRESS: 100 NE Tudor Rd #103, Lee's Summit MO 64086, United States DESCRIPTION: Recruit and train insurance 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. FRONT BURNER FINANCIAL POSITION: Only used as a marketing name NATURE: Agent with BLCDBA Name; Front Burner Financial; Start Date: 07/20/2021Insurance Agent; Start Date: 09/2007; Non-Investment Related; Insurance Lines of Business: Health, Life, and Annuity; Approximately3 hours per week. INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 07/20/2021 ADDRESS: 113 N Park Dr, Raymore MO 64083, United States DESCRIPTION: Old DBA name

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-01-07
S63 Uniform Securities Agent State Law Examination 2010-12-10
  • S65 Uniform Investment Adviser Law Examination
    2012-01-07
  • S63 Uniform Securities Agent State Law Examination
    2010-12-10

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Chicago, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor