Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2018-11-02 |
| TX | RA | APPROVED_RES | 2018-11-02 |
Branch Locations
4840 North River Blvd. Ne Suite 100, Cedar Rapids, IA 52411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vinton Shellsburg Girls Basketball Class | Vinton | IA | 12/2014 | 07/2023 |
| Signator Investors, Inc. | Cedar Rapids | IA | 05/2016 | 11/2018 |
| Royal Alliance Associates, Inc. | Cedar Rapids | IA | 11/2018 | 09/2023 |
| Osaic Wealth, Inc. | Cedar Rapids | IA | 09/2023 | Present |
1. WEALTH STRATEGIES INC POSITION: President / Owner NATURE: Tax filing entity for business INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2018 ADDRESS: 4840 N River Blvd NE, Cedar Rapids IA 52411, United States DESCRIPTION: Accounting for business 2. STRELLNER FINANCIAL GROUP -SECURITIES POSITION: Financial Advisor NATURE: Agency Unit INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 07/15/2000 ADDRESS: 4840 N River Blvd, Cedar Rapids IA 52411, United States DESCRIPTION: DBA name for securities 3. STRELLNER FINANCIAL GROUP - FIXED POSITION: Sales Rep NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 12 START DATE: 06/01/2019 ADDRESS: 4840 N River Blvd NE, Cedar Rapids IA 52411, United States DESCRIPTION: Helping clients solve their insurance needs 4. VINTON SHELLSBURG SCHOOL BOARD PRESIDENT POSITION: Board President NATURE: School District INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 11/22/2021 ADDRESS: 1502 C Ave, Vinton IA 52349, United States DESCRIPTION: Approve policy, budgets, disciplineand as President sign contracts. My name we be on school checks, however I do not have any access to checks or accounts. They are all processed through the business manager Brenda Barkdoll.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-04 |
Reach out to this advisor