MM
Micah D. Mork
BANKERS LIFE ADVISORY SERVICES
Westerville, OH 43082
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CRD#: 7709195
MM
Professional summary
Micah Dwight Mork, who also goes by Micah Mork, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Westerville, Ohio and BANKERS LIFE SECURITIES, INC. located in Westerville, Ohio.
Micah is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Micah has worked at 2 firms and has passed the Series 66, Series 65, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Micah Mork
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 POSITION: Agent NATURE: We help people prepare for the sharp edges of retirement through Medicare, Short Term Care, Life Insurance and Retirement Income. INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 0 START DATE: 02/13/2021 ADDRESS: 570 Polaris Pkwy Suite 100, Westerville OH 43082, 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. Self - Residential Rentals Sole Proprietorship Real Estate - Investment Related Office: 442 Woodside Lake Dr., Gahanna, OH 43230 Rental Location: 579 Quigley Lane, Dubuque, IA 52001 (3 units) Rental Location: 2701-2703 Home Road, Grove City, OH 43123 (2 units) Nature of Business: Residential Rental Real Estate Position: Owner/Operator Title: Owner/Operator - Sole Proprietor Start Date: August 2010 Hours/Mo: 1 hour/mo Hours during Trading: 0 Duties: I monitor the management companies to be sure the funds are appropriately allocated. Martin D Yoder Livestock, Ltd. This business was sold January 2021, as a seller note, as the purchaser makes payments my ownership interest decreases. Investment Related: Yes, buying and selling livestock (commodities) on our account and for others. Address: 11084 Old Lincoln Way East, Orrville, OH 44667 Nature: Buy and sell livestock on our account and for the account of others Position: Owner Title: Manager/President Date: 09/2016 Hours Per Month: 1/mo Hours per Trading: 0 Duties: I verify continued seller note payments Martin D Yoder Trucking, Inc. This business was sold January 2021, as a seller note, as the purchaser makes payments my ownership interest decreases. Investment Related: No, logistics for livestock and non-livestock. Address: 11084 Old Lincoln Way East, Orrville, OH 44667 Nature: Transport or arrange for transport our livestock and the livestock of others. Position: Owner Title: Manager/President Date: 09/2016 Hours Per Month: 1/mo Hours per Trading: 0 Duties: I verify continued seller note payments
CRS (Client Relationship Summary) - RIA
Click below to view Micah Dwight Mork'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
April 1, 2023 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 570 Polaris Parkway, Suite 101, Westerville, OH 43082RIA
CRD#: 281285
Westerville, OH
Current
April 27, 2023 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 570 Polaris Pkwy Ste 100, Westerville, OH 43082BD
CRD#: 173962
Westerville, OH
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
Minnesota(10/14/2024)
IAR
Minnesota(10/14/2024)
RR
North Dakota(10/14/2024)
IAR
North Dakota(10/21/2024)
IAR
Ohio(4/1/2023)
RR
Ohio(5/26/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/27/2023
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.
