Meet the Staff


Nick Bates

Vice President of Annuity Sales

Nick began his career as a commercial appraiser and in 2005 became a registered representative with Linsco Private Ledger. He joined Ann Arbor Annuity Exchange in 2008 as the Field Suitability Officer. In 2011 Nick accepted a position for the affiliated broker/dealer as the Branch Office Manager and later became AAAE’s Vice President of Annuity Sales in 2015.

In his role as VP of Annuity Sales, Nick manages the annuity sales marketing staff where he is responsible for setting and hitting production goals for Ann Arbor Annuity Exchange. In addition, Nick is a frequent contributor to our monthly magazine, Annuity News & Lifelines.

A graduate of Michigan State University with a degree in computational mathematics, Nick has earned the Series 7, 24, 63, and 66 securities registrations, as well as state life and health insurance licenses.

While attending Michigan State he was a member of the baseball team earning all-Big Ten honors his senior year. After graduating he signed as a free agent with the Milwaukee Brewers before his baseball career was cut short due to an elbow injury.

Branch Office Manager

In addition to his Vice President of Annuity Sales role with AAAE, Nick is also the Branch Office Manager for Questar Capital Corporation, Member FINRA/SIPC. For more information about Nick’s role as Branch Office Manager, please visit JoinQuestarAnnArbor.com.

 

Toll-Free: 800.321.3924 x121
Direct: 734.786.6121
Fax: 734.468.0700
E-Mail: nbates@annuity-exchange.com



Return to the Staff Page

 NB3

 

 

 

800.321.3924
Get Your DOL Tools!
Are you looking for tools to help you comply with the DOL Fiduciary Rule? Request them now!
Name
Email
Phone