Best Investors
Account
Sign in
Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2020-11-12 |
| TX | RA | APPROVED | 2020-11-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ffp Securities, Inc. | Chesterfield | MO | 10/1988 | Present |
| First Financial Planners | Chesterfield | MO | 01/2007 | Present |
| First Allied Securities, Inc. | Chesterfield | MO | 05/2008 | 09/2022 |
| First Allied Advisory Services, Inc. | Chesterfield | MO | 05/2008 | 11/2020 |
| First Allied Advisory Services | Schaumburg | IL | 11/2020 | 11/2020 |
| Cetera Advisors Llc | Chesterfield | MO | 09/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 11/2020 | Present |
1.)GOLDEN RULE INSURANCE COMPANY; INSURANCE; START DATE:4/2/2008. 2.)KURT ZOELLER; INSURANCE; START DATE:4/2/2008. 3.)ZOELLER ASSET MANAGEMENT, LLC; DIRECT OWNER; DBA; START DATE:9/18/2009. 4.) DAVID AND MARIAN ZOELLER REV LIVING TRUST; SUCCESSOR TRUSTEE; START DATE 12/1/11; 4 HOURS PER MONTH. 5.) SUCCESSOR TRUSTEE FOR ANNETTE DURCHHOLZ; SUCCESSOR TRUSTEE; START DATE 12/1/11; 4 HOURS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 1988-11-02 |
Reach out to this advisor