Best Investors
Account
Sign in
Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-03-09 |
| TX | RA | APPROVED_RES | 2022-03-07 |
Branch Locations
13710 Fnb Pkwy Ste 100, Omaha, NE 68154-5298 • United States
Omaha, NE • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Great Western Bank | Omaha | NE | 11/1998 | 03/2022 |
| Cetera Investment Services Llc | St. Cloud | MN | 06/2011 | 06/2017 |
| Cetera Investment Advisers Llc | Omaha | NE | 01/2014 | 06/2017 |
| Raymond James Financial Advisors | Omaha | NE | 06/2017 | 03/2022 |
| Raymond James Financial Services Advisors Inc. | Omaha | NE | 06/2017 | 03/2022 |
| Great Western Financial Services Inc. | Omaha | NE | 06/2018 | 03/2022 |
| Great Western Investments & Insurance | Omaha | NE | 10/2019 | 03/2022 |
| Ameriprise Financial Services, Llc | Omaha | NE | 03/2022 | Present |
Business Ownership; SHZ Family Enterprises LLC; Entity for Ameriprise AFG Practice; Entity for Ameriprise AFG Practice; 15858 West Dodge Road Ste 320, , Omaha, NE, 68118; Investment-Related; 08/07/2026; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-28 |
Reach out to this advisor