Best Investors
Account
Sign in
Best Investors
Account
Sign in
6700 Antioch Road Suite 470, Overland Park, KS 66204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-04-30 |
Branch Locations
6700 Antioch Road Suite 470, Overland Park, KS 66204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Planning | Overland Park | KS | 11/2014 | 07/2019 |
| Umb Bank | Leawood | KS | 08/2019 | 04/2026 |
| Postrock Partners Llc | Overland Park | KS | 04/2026 | Present |
1) Catholic Foundation of Northeast Kansas; Investment-related; 12615 Parallel Parkway, Kansas City, KS 66109; Charitable organization; Board Member; Attend board meetings, promote the foundation through local parishes, advise on foundation governance issues; Less than 5% of time during the month. 2) FIRE; Not investment-related; 13862 S Gallery, Olathe, KS 66062; Charitable organization; Board Member; Basic book keeping, program design, other guidance; Less than 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-09-29 |
Reach out to this advisor