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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-11-20 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
950 Trade Centre Way Ste 325, Kalamazoo, MI 49002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty | Kalamazoo | MI | 03/2011 | Present |
| Bankers Life Securities | Kalamazoo | MI | 03/2018 | Present |
Bankers Life and Casualty POSITION: Unit Field Trainer NATURE: Train agents and solicit insurance products to benefit middle America. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 40 START DATE: 3/1/2011 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. SELLEN CONSULTING LLC POSITION: Owner of LLC NATURE: Insurance sales with Banker Life and Financial advising with Bankers Life Securities and Bankers Life Advisory Services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 09/15/2024 ADDRESS: 14477 C B MacDonald Way, Vicksburg MI 49097, United States DESCRIPTION: I am in the process of establishing an S-corp with my tax advisor. We have applied for a LLC w/ State of MI named Sellen Consulting, LLC. I will be acting in the same capacity with BLS/BLAS and this LLC will not take away from my duties here or provide any income. DETROIT LIONS SEASON TICKETS POSITION: season ticket holder NATURE: These are our personal season tickets. They sometimes get listed on Ticketmaster for games we cannot attend and they often sell for over face value. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2012 ADDRESS: 14477 C B MacDonald Way, Vicksburg MI 49097, United States DESCRIPTION: Over the years we have sold a few tickets to family and friends and sometimes we have sold on Ticketmaster. This year the ticket prices and demand were much higher than ever before. We sold a few of our Detroit Lions seasons tickets for a profit and we received a 1099-K for the first time. We rolled the money into next years cost, but we did make a profit on them, exceeding anything in the past. We generally sell 2-4 of our games a year.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-07 |
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