Best Investors
Account
Sign in
301 N. Main Street Suite 1700, Wichita, KS 67202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2021-03-01 |
| TX | RA | APPROVED | 2009-04-03 |
Branch Locations
301 N. Main Street Suite 1700, Wichita, KS 67202 • United States
Galena, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Wichita | KS | 06/2008 | Present |
| Agh Wealth Advisors Llc | Wichita | KS | 07/2008 | Present |
1. 08/04/2008 - REGISTERED INVESTMENT ADVISOR DBA - AGH WEALTH ADVISORS, LLC - RIA TO RIA AGH WEALTH ADVISORS, LLC - TIME SPENT 20% - WICHITA, KS. 2. 05/05/2009 - NON-VARIABLE INSURANCE - INSIGHT WEALTH STRATEGIES, LLC - AGENT OF, SALES OF LIFE INSURANCE PRODUCTS. - TIME SPENT 2% - WICHITA, KS. 3. 05/08/2009 - AGH Wealth Advisors - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 4. 12/12/2013 - AGH Wealth Management - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 5. 12/19/2013 - AGH EMPLOYER SOLUTIONS - Investment Related - Third Party Administrator (TPA) - Time Spent 10% - DBA FOR PAYROLL, HR AND RETIREMENT PLAN ACCOUNTING SERVICES. THESE ARE SERVICES THAT ARE PRESENTLY OFFERED AS PART OF ANOTHER APPROVED OBA ALLEN, GIBBS & HOULIK, LC. THERE WILL BE NO SECURITIES OR INSURANCE OFFERED OR SOLD UNDER THIS DBA. 6. 10/18/2017 - Allen, Gibbs & Houlik L.C. - Not Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Started 05/27/2008 - 2 Hours Per Month/0 Hours During Securities Trading. 7. 09/14/2021 - AGH Wealth Advisors LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 09/01/2021 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through AGH Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 09/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 8. 09/02/2021 - AGH Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 09/01/2021 - 160 Hours Per Month/8 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-07 |
Reach out to this advisor