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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2024-10-21 |
| MN | RA | APPROVED | 2024-10-14 |
| OH | RA | APPROVED | 2023-04-01 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
570 Polaris Parkway, Suite 101, Westerville, OH 43082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Westerville | OH | 02/2021 | Present |
| Martin D Yoder Livestock | Orrivlle | OH | 09/2016 | 01/2021 |
| Martin D Yoder Trucking | Orrville | OH | 09/2016 | 01/2021 |
| Bankers Life Advisory Services, Inc | Westerville | OH | 03/2023 | Present |
| Bankers Life Securities, Inc | Westerville | OH | 04/2023 | Present |
BANKERS LIFE POSITION: Agent NATURE: We help people prepare for the sharp edges of retirement through Medicare, Short Term Care, Life Insurance and Retirement Income. INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 0 START DATE: 02/13/2021 ADDRESS: 570 Polaris Pkwy Suite 100, Westerville OH 43082, 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. Self - Residential Rentals Sole Proprietorship Real Estate - Investment Related Office: 442 Woodside Lake Dr., Gahanna, OH 43230 Rental Location: 579 Quigley Lane, Dubuque, IA 52001 (3 units) Rental Location: 2701-2703 Home Road, Grove City, OH 43123 (2 units) Nature of Business: Residential Rental Real Estate Position: Owner/Operator Title: Owner/Operator - Sole Proprietor Start Date: August 2010 Hours/Mo: 1 hour/mo Hours during Trading: 0 Duties: I monitor the management companies to be sure the funds are appropriately allocated. Martin D Yoder Livestock, Ltd. This business was sold January 2021, as a seller note, as the purchaser makes payments my ownership interest decreases. Investment Related: Yes, buying and selling livestock (commodities) on our account and for others. Address: 11084 Old Lincoln Way East, Orrville, OH 44667 Nature: Buy and sell livestock on our account and for the account of others Position: Owner Title: Manager/President Date: 09/2016 Hours Per Month: 1/mo Hours per Trading: 0 Duties: I verify continued seller note payments Martin D Yoder Trucking, Inc. This business was sold January 2021, as a seller note, as the purchaser makes payments my ownership interest decreases. Investment Related: No, logistics for livestock and non-livestock. Address: 11084 Old Lincoln Way East, Orrville, OH 44667 Nature: Transport or arrange for transport our livestock and the livestock of others. Position: Owner Title: Manager/President Date: 09/2016 Hours Per Month: 1/mo Hours per Trading: 0 Duties: I verify continued seller note payments
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-25 |
| S65 | Uniform Investment Adviser Law Examination | 2023-03-31 |
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