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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
AR RA APPROVED 2024-07-23
MI RA APPROVED 2023-02-17
  • AR RA
    APPROVED
    Since 2024-07-23
  • MI RA
    APPROVED
    Since 2023-02-17

Branch Locations

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

1760 Forest Ridge Drive, Ste B, Traverse City, MI 49686 • 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 Traverse City MI 12/2020 Present
Rory Baker Interlochen MI 12/2019 12/2020
Interlochen Center For The Arts Interlochen MI 08/2005 12/2019
Bankers Life Securities, Inc Traverse City MI 05/2022 Present
Bankers Life Advisory Services, Inc Traverse City MI 02/2023 Present
  • 12/2020 → Present
    Bankers Life & Casualty, Inc
    Traverse City, MI
  • 12/2019 → 12/2020
    Rory Baker
    Interlochen, MI
  • 08/2005 → 12/2019
    Interlochen Center For The Arts
    Interlochen, MI
  • 05/2022 → Present
    Bankers Life Securities, Inc
    Traverse City, MI
  • 02/2023 → Present
    Traverse City, MI
Other Businesses

BANKERS LIFE & CASUALTY POSITION: Field Manager NATURE: Insurance Producer for life, health, and annuities.? INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 12/03/2021 ADDRESS: 1760 Forest Ridge Dr. STE B, Traverse City MI 49686, 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. INTERLOCHEN PUBLIC LIBRARY POSITION: Board Member NATURE: Library and library services for the Green Lake area. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 9411 10th St, Interlochen MI 49643, United States DESCRIPTION: Provide strategic goal setting and oversee the business of the Interlochen Public Library. INTERLOCHEN AREA CHAMBER OF COMMERCE POSITION: Production Consultant NATURE: The Interlochen Area Chamber of Commerce is tasked with providing business growth opportunities, networking opportunities, and guidance on policy issues that affect local businesses. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: PO Box 13, Interlochen MI 49643, United States DESCRIPTION: Consultation for event design and management. Oversee production operations to include scheduling of labor, production calendar, coordinating internal and external stakeholders, maintain budget, and oversee all operational details.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-13
  • S66 Uniform Combined State Law Examination
    2023-02-13

View on SEC IAPD

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