Best Investors Account Sign in
Current Employers
Bankers Life Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
ND RA APPROVED 2024-10-21
MN RA APPROVED 2024-10-14
OH RA APPROVED 2023-04-01
  • ND RA
    APPROVED
    Since 2024-10-21
  • MN RA
    APPROVED
    Since 2024-10-14
  • OH RA
    APPROVED
    Since 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

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
OrganizationCityStateFromTo
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
  • 02/2021 → Present
    Bankers Life & Casualty, Inc
    Westerville, OH
  • 09/2016 → 01/2021
    Martin D Yoder Livestock
    Orrivlle, OH
  • 09/2016 → 01/2021
    Martin D Yoder Trucking
    Orrville, OH
  • 03/2023 → Present
    Westerville, OH
  • 04/2023 → Present
    Bankers Life Securities, Inc
    Westerville, OH
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-25
S65 Uniform Investment Adviser Law Examination 2023-03-31
  • S66 Uniform Combined State Law Examination
    2023-05-25
  • S65 Uniform Investment Adviser Law Examination
    2023-03-31
Other Names
  • Micah Dwight Mork
  • Micah Mork

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Chicago, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor