WB
William D. Blond
BANKERS LIFE ADVISORY SERVICES
Mount Pleasant, MI 48858
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CRD#: 7573928
WB
Professional summary
William Daniel Blond II, who also goes by Bill Blond, Billy Blond, William Daniel Blond, William Blond, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Mount Pleasant, Michigan and BANKERS LIFE SECURITIES, INC. located in Mount Pleasant, Michigan.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. William has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bill Blond | Billy Blond | William Daniel Blond | William Blond
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 COMPANY POSITION: Insurance Agent NATURE: Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/01/2019 ADDRESS: 2026 Independence Dr Suite C, Mt Pleasant MI 48858, 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. BILL'S ENGLISH POSITION: Founder and Sole-Proprietor NATURE: Writing ConsultingCopy WritingCartoonsWriting Education material creation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/13/2013 ADDRESS: 214 E High St, Mt Pleasant MI 48858, United States DESCRIPTION: I work as a consultant and do occasional work as a writing consultant, proofreading, editing, giving writing feedback, etc as a proprietor. I may also engage in copywriting.
CRS (Client Relationship Summary) - RIA
Click below to view William Daniel Blond II'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
September 25, 2023 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 304 E. Broadway Suite A, Mount Pleasant, MI 48858RIA
CRD#: 281285
Mount Pleasant, MI
Current
June 27, 2023 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 304 E. Broadway Suite A, Mount Pleasant, MI 48858BD
CRD#: 173962
Mount Pleasant, 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.
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
Michigan(9/25/2023)
IAR
Michigan(9/25/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/27/2023
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.
Company Information
BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285Mount Pleasant, MI 48858TRUST BUT VERIFY
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