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Current Employers
Bankers Life Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2024-07-31
  • MO RA
    APPROVED
    Since 2024-07-31

Branch Locations

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

754 Bagnell Dam Blvd Ste D, Lake Ozark, MO 65049 • 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 Advisory Services, Inc, Lake Ozark MO 07/2024 Present
Bankers Life & Casualty, Inc Lake Ozark MO 11/2020 Present
Warsaw R-9 Schools Warsaw MO 07/2011 07/2020
Fed From The Farm Sedalia MO 07/2020 10/2020
  • 07/2024 → Present
    Lake Ozark, MO
  • 11/2020 → Present
    Bankers Life & Casualty, Inc
    Lake Ozark, MO
  • 07/2011 → 07/2020
    Warsaw R-9 Schools
    Warsaw, MO
  • 07/2020 → 10/2020
    Fed From The Farm
    Sedalia, MO
Other Businesses

Insurance Agent: 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. Unit Field Trainer: 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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-30
  • S65 Uniform Investment Adviser Law Examination
    2024-07-30

View on SEC IAPD

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