William Theodore Beyer

Current Employers

Employment History

• 01/2008 → 09/2023
  Bankers Life & Casualty
  Old Lyme, CT
• 11/2017 → 09/2023
  Bankers Life Securities
  Old Lyme, CT
• 10/2023 → Present
  Foundations Investment Advisors, Llc
  Oakdale, CT
• 09/2023 → Present
  Premium Planning Professionals
  Oakdale, CT

Previous Registrations

• 2017-11-23 → 2023-10-05
  Bankers Life Advisory Services, Inc.
  Old Lyme, CT

Other Businesses

1) PREMIER PLANNING PROFESSIONALS ;INVESTMENT RELATED567 VAUXHALL ST EXT, SUITE 118, WATERFORD, CT 06379;START DATE: 09/2023 PRESIDENT, INDEPENDENT INSURANCE AGENT, ADMINISTRATIVE SUPPORT; APPROX. 160 HOURS/MONTH DURING TRADING HOURS; TAX, AND INSURANCE, AND NON-LEGAL ESTATE PLANNING ADMINISTRATIVE SERVICES; DUTIES INCLUDE PROVIDING INSURANCE AND ANNUITY SOLUTIONS, REVIEWING PLANS WITH CLIENTS, NON-LEGAL SERVICES TO ASSIST CLIENTS WITH DOCUMENT ORGANIZATION, DATA ENTRY, AND PLATFORM NAVIGATION RELATED TO ESTATE PLANNING SOFTWARE, AND OTHER OWNERSHIP RESPONSIBILITIES. 2) BOBBY BROCK INSURANCE; INVESTMENT-RELATED; 499 AIR PARK RD, TUPELO, MS 38801; UPLINE FMO/IMO; INSURANCE PRODUCER; START DATE: 03/2024; 5 HOURS PER MONTH; 5 HOURS PER MONTH DURING TRADING HOURS; DUTIES: UPDATING UPLINE IMOS FOR INSURANCE PRODUCTS. 3) INNOVATIVE FINANCIAL GROUP; INVESTMENT-RELATED; 3147 S 17TH ST SUITE 300, WILMINGTON, NC 28412; UPLINE FMO/IMO; INSURANCE PRODUCER; START DATE: 03/2024; 5 HOURS PER MONTH; 5 HOURS PER MONTH DURING TRADING HOURS; DUTIES: UPDATING UPLINE IMOS FOR INSURANCE PRODUCTS. 4)WONDERLAND REALTY LLC; NOT INVESTMENT RELATED; 54 DAISY HILL RD, OAKDALE, CT 06370; REAL ESTATE HOLDING COMPANY; OWNER; START DATE: 03/23/2026; 0 HRS SPENT DEVOTED TO OTHER BUSINESS; 0 HRS DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS; 5)DRIVE THE RAINBOW LLC; NOT INVESTMENT RELATED;CO-OWNER 38 E WASHINGTON ST STE C, KALISPELL, MT 59901; EXOTIC CAR LEASING COMPANY; 3 HRS/MONTH DEVOTED TO OTHER BUSINESS

Exams

• S66 Uniform Combined State Law Examination
  2017-11-20

Other Names

• William Beyer