ND
Nathan S. Duell
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CRD#: 7207719
ND
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Nathan Scott Duell was a registered financial professional .
Nathan is a previously registered financial professional and started their career in finance in 2020. Nathan had worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
None
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, Inc POSITION: Unit Field Trainer ADDRESS:1760 Forest Ridge Dr Ste B Traverse City, Mi 49686 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. FACEBOOK/ META POSITION: Content creator NATURE: Nate Duell indivdual FB page and personal not BLS or securiities content posts. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/01/2022 ADDRESS: 8190 Townline Rd, Kingsley MI 49649, United States DESCRIPTION: I post reels and content on my personal fb page and META started to pay me for the amount of views I recieve. CERTIFIED STORAGE LLC POSITION: Owner/manager NATURE: Own and manage storage units. Their are 7 buildings on site with full occupancy and Gunnar and myselt bought them on a land contract. We created two LLC's to make this puchase. Certified Storage LLC is what bought the buildings and Gunnar and I are 50/50 partners. We also created Nate and Gun Holdings LLC as 50/50 partners and this LLC purchased the land that the buildings are located. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 20 START DATE: 07/18/2023 ADDRESS: 4835 S Garfield Rd, Kingsley MI 49649, United States DESCRIPTION: Gunnar Gavin and myself created a business partnership and bought storage units on Garfiled rd. in Kingsley, MI called Certified Storage. We rent and manage storage units with over 150 tenants NATE AND GUN HOLDINGS LLC POSITION: owner/ manager NATURE: Owns land INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2023 ADDRESS: 4835 Garfield Rd, Kingsley MI 49649, United States DESCRIPTION: This LLC is one that Gunnar Gavin and I started to purchase the property that Certified Storage LLC operates on. It simply owns the land located on Garfield Rd in Paradise Twp, Kingsley Mi. 49649
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
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
Past
March 19, 2024 - April 4, 2025
BANKERS LIFE ADVISORY SERVICES, INC.
RIA
CRD#: 281285
Traverse City, MI
Past
February 27, 2020 - April 4, 2025
BANKERS LIFE SECURITIES, INC.
BD
CRD#: 173962
Traverse City, MI
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.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 2/27/2020
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
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.
