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Employer firm

Bankers Life Advisory Services, Inc. CRD 281285

$2.49B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Bankers Life Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-09-25
  • MI RA
    APPROVED
    Since 2023-09-25

Branch Locations

304 E. Broadway Suite A, Mt. Pleasant,, MI 48858 • 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 Mt Pleasant MI 09/2019 Present
Central Michigan University English Department Mt Pleasant MI 09/2016 09/2019
Central Michigan University English Language Institute Mt Pleasant MI 02/2014 09/2016
The Morning Sun Mt Pleasant MI 06/2019 06/2019
Bankers Life Securities, Inc Mt Pleasant MI 12/2022 Present
Bankers Life Advisory Services, Inc Mt Pleasant MI 09/2023 Present
  • 09/2019 → Present
    Bankers Life & Casualty, Inc
    Mt Pleasant, MI
  • 09/2016 → 09/2019
    Central Michigan University English Department
    Mt Pleasant, MI
  • 02/2014 → 09/2016
    Central Michigan University English Language Institute
    Mt Pleasant, MI
  • 06/2019 → 06/2019
    The Morning Sun
    Mt Pleasant, MI
  • 12/2022 → Present
    Bankers Life Securities, Inc
    Mt Pleasant, MI
  • 09/2023 → Present
    Mt Pleasant, MI
Other Businesses

BANKERS LIFE & CASUALTY COMPANY POSITION: Insurance Agent NATURE: Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/01/2019 ADDRESS: 2026 Independence Dr Suite C, Mt Pleasant MI 48858, 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. BILL'S ENGLISH POSITION: Founder and Sole-Proprietor NATURE: Writing ConsultingCopy WritingCartoonsWriting Education material creation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/13/2013 ADDRESS: 214 E High St, Mt Pleasant MI 48858, United States DESCRIPTION: I work as a consultant and do occasional work as a writing consultant, proofreading, editing, giving writing feedback, etc as a proprietor. I may also engage in copywriting.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-30
  • S66 Uniform Combined State Law Examination
    2023-08-30
Other Names
  • Bill Blond
  • Billy Blond
  • William Blond
  • William Daniel Blond

View on SEC IAPD

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