CH
Caleb J. Hodnett
BANKERS LIFE ADVISORY SERVICES
Bowling Green, KY 42104
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CRD#: 7303436
CH
Professional summary
Caleb Jordan Hodnett is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Bowling Green, Kentucky and BANKERS LIFE SECURITIES, INC. located in Chattanooga, Tennessee.
Caleb is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Caleb has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
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 POSITION: Unit Field Trainer NATURE: To sell insurance products to clients. That list of products include Medicare supplement/advantage, life insurance, long-term care products and annuity products when suitable.? INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 60 START DATE: 07/01/2019 ADDRESS: 1945 Scottsville Road, BLD 2, STE 110b, Bowling Green KY 42104, United States 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.
CRS (Client Relationship Summary) - RIA
Click below to view Caleb Jordan Hodnett'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
February 28, 2022 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 1945 Scottsville Road Building 2 Ste 110b, Bowling Green, KY 42104Office #2: 1301 Riverfront Parkway Ste 103, Chatanooga, TN 37402RIA
CRD#: 281285
Bowling Green, KY
Current
October 14, 2021 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 1301 Riverfront Parkway Suite 103, Chattanooga, TN 37402BD
CRD#: 173962
Chattanooga, TN
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
Alabama(5/21/2024)
RR
Georgia(4/9/2024)
IAR
Illinois(5/6/2025)
RR
Kentucky(2/28/2022)
IAR
Kentucky(2/28/2022)
IAR
Nebraska(5/9/2025)
RR
North Carolina(9/9/2024)
RR
Tennessee(1/8/2024)
IAR
Tennessee(8/22/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/14/2021
General Securities Representative ExaminationGeneral 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.
