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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-06-17 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
1101 N Argonne Rd Ste 202 , Spokane, WA 99212 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Lodestone Wealth Management, Llc | Spokane | WA | 02/2014 | 11/2025 |
| Northwest Investment Advisors, Inc. | Spokane | WA | 02/2014 | 05/2026 |
| Bankers Life & Casualty | Spokane | WA | 05/2026 | Present |
| Bankers Life Securities | Spokane | WA | 06/2026 | Present |
| Bankers Life Advisory | Spokane | WA | 06/2026 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-22 |
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