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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-10-21 |
| MO | RA | APPROVED | 2023-09-26 |
| KS | RA | APPROVED | 2023-03-01 |
Branch Locations
8207 Melrose Dr. Unit 150, Lenexa, KS 66214 • United States
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Larsen Veterinary And Embryo Transfer | Valentine | NE | 05/2016 | 08/2017 |
| Cross Country Genetics | Westmoreland | KS | 08/2017 | 03/2020 |
| Bankers Life & Casualty, Inc | Lenexa | KS | 03/2020 | Present |
| K4 Photography | Manhattan | KS | 01/2017 | 05/2022 |
| Bankers Life Advisory Services, Inc | Lenexa | KS | 01/2023 | Present |
| Bankers Life Securities, Inc | Lenexa | KS | 10/2024 | Present |
Bankers Life and Casualty Position: Insurance Agents Nature: Insurance Sales Investment Related: Yes Hours: 160 Securities Trading Hours: 100 Start Date: 03/13/2020 Address: 8207 Melrose DR. STE 150, Lenexa, KS 66214 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. Humana Position: Insurance Agent Nature: Insurance Sales Investment Related: No Hours: 40 Securities Trading Hours: 0 Start Date: 03/13/2020 Address: 8207 Melrose DR. STE 150, Lenexa, KS 66214, United States Description: Assist Client with their Medicare decisions United Healthcare Position: Insurance Agent Nature: Insurance Sales Investment Related: No Hours: 40 Securities Trading Hours: 0Start Date: 03/13/2020 Address: 8207 Melrose DR. STE 150, Lenexa, KS 66214, United States Description: Assist clients with Medicare decisions Aetna Position: Insurance Agent Nature: Insurance Sales Investment Related: No Hours: 2 Securities Trading Hours: 0 Start Date: 03/13/2020 Address: 8207 Melrose DR. STE 150, Lenexa, KS 66214, United States Description: Assist clients with Medicare decisions. Wellcare Position: Insurance Agent Nature: Insurance Sales Investment Related: No Hours: 2 Securities Trading Hours: 0 Start Date: 03/13/2020 Address: 8207 Melrose DR. STE 150, Lenexa, KS 66214, United States Description: Assist clients with Medicare decisions. Delta Dental Position: Insurance Agent Nature: Insurance Sales Investment Related: No Hours: 1 Securities Trading Hours: 0 Start Date: 03/13/2020 Address: 8207 Melrose Dr STE 150, Lenexa, KS 66214 United States Description: Assist Clients with dental plan selection VSP Vision Position: Insurance Broker Nature: Insurance Sales Investment Related: No Hours: 1 Securities Trading Hours: 0 Start Date: 03/13/2020 Address: 8207 Melrose Dr STE 150, Lenexa, KS 66214, United States Description: Assist clients with vision coverage selection. Kyle Family Farm Position: Partner Nature: Livestock Production Investment Related: No Hours: 1 Securities Trading Hours: 0 Start Date: 01/01/2005 Address: 1582 US Hwy 50, Peabody KS 66866, United States Description: Help tend for livestock and prepare for sale. K4 Photography Position: Owner/Photographer Nature: Photography Services Investment Related: No Hours: 12 Securities Trading Hours: 0 Start Date: 01/01/2017 Address: 140 W Mulberry St, Olathe, KS 66061 United States Description: Provide a superb customer experience while providing clients with a high-quality product.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-12-21 |
| S65 | Uniform Investment Adviser Law Examination | 2023-03-01 |
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