Joseph Peter Schaaf

Current Employers

Bankers Life Advisory Services, Inc.

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2020-08-25

PA RA
APPROVED

Since 2020-08-25

Branch Locations

3939 West Ridge Road Suite B-8, Erie, PA 16502 • 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

Organization	City	State	From	To
Bankers Life	Erie	PA	07/1997	Present
Bankers Life Securities Inc	Erie	PA	04/2017	Present
Bankers Life Advisory Services	Erie	PA	08/2020	Present

07/1997 → Present

Bankers Life

Erie, PA
04/2017 → Present

Bankers Life Securities Inc

Erie, PA
08/2020 → Present

Bankers Life Advisory Services

Erie, PA

Other Businesses

BANKERS LIFE & CASUALTY POSITION: Branch Sales Manager NATURE: Health, Life & Annuity sales INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 150 START DATE: 07/01/1997 ADDRESS: 3939 West Ridge Rd. Suite B-8, Erie PA 16506, United States DESCRIPTION: MANAGE A TEAM OF AGENTS, RESPONSIBLE FOR HIRING AND TRAINING OF 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.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-08-24
S63	Uniform Securities Agent State Law Examination	2017-07-25

S65 Uniform Investment Adviser Law Examination

2020-08-24
S63 Uniform Securities Agent State Law Examination

2017-07-25

Other Names

Joseph Schaaf
Joseph P Schaaf

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