SR
Storm D. Rummel
BANKERS LIFE ADVISORY SERVICES
Cedar Rapids, IA 52401
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CRD#: 6777604
SR
Professional summary
Storm Davis Rummel, who also goes by Storm Rummel, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Cedar Rapids, Iowa and BANKERS LIFE SECURITIES, INC. located in Cedar Rapids, Iowa.
Storm is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Storm has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Storm Rummel
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
BANKERS LIFE & CASUALTY POSITION: Unit Sales Manager NATURE: insurance company? INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 02/25/2011 ADDRESS: 305 2nd St SE Suite 300, Cedar Rapids IA 52401, United States DESCRIPTION: MANAGE A TEAM OF AGENTS, RESPONSIBLE FOR HIRING AND TRAINING OF 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. I am the sole proprietor of Storm Rummel, INC, which focuses on Rental properties and property management. I only devote 1-2 hours per week to this business. It is non investment related. AC'S 24/7 FITNESS POSITION: Owner NATURE: 24/7 fitness facility, cadio, strength and classes INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2024 ADDRESS: 109 Davidson Dr, Anamosa IA 52205, United States DESCRIPTION: It is a 24/7 fitness facility in Anamosa, IA. Outside of that has no overlap in any of this industry but is something that we will be involved in the management of
CRS (Client Relationship Summary) - RIA
Click below to view Storm Davis Rummel's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 29, 2018 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 305 2nd St Se Ste 300, Cedar Rapids, IA 52401RIA
CRD#: 281285
Cedar Rapids, IA
Current
May 8, 2017 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 305 2nd St Se Ste 300, Cedar Rapids, IA 52401BD
CRD#: 173962
Cedar Rapids, IA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BL
BANKERS LIFE ADVISORY SERVICES, INC.
BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
RIA
Registered Investment Advisory firm - (11/18/2015 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(4/30/2025)
RR
Illinois(8/8/2017)
RR
Iowa(7/19/2017)
IAR
Iowa(6/29/2018)
RR
Kansas(11/1/2022)
RR
Minnesota(8/8/2017)
RR
Missouri(3/10/2020)
RR
Ohio(8/29/2022)
RR
Wisconsin(7/18/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/18/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BL
BANKERS LIFE ADVISORY SERVICES, INC.
BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
RIA
Registered Investment Advisory firm - (11/18/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
303 E. Wacker Drive 5th Fl, Chicago, IL 60601
Mailing Address
Phone number
(844) 553-9083
Established
Firm type
Fiscal year end
# of Employees
384
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14,938 |
| AUM (Assets Under Management) | $ 1,943,847,697 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285Cedar Rapids, IA 52401TRUST BUT VERIFY
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