Best Investors
Account
Sign in
Best Investors
Account
Sign in
Armstrong Center 222 Third Ave Se, Cedar Rapids,, IA 52401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-02-04 |
| IA | RA | APPROVED | 2020-01-29 |
Branch Locations
Armstrong Center 222 Third Ave Se, Cedar Rapids,, IA 52401 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Voya Financial Advisors | Cedar Rapids | IA | 03/2009 | 03/2017 |
| Voya Financial Advisors | Cedar Rapids | IA | 06/2009 | 03/2017 |
| Corecap Advisors, Inc. | Cedar Rapids | IA | 06/2017 | 02/2018 |
| Corecap Investments, Inc. | Cedar Rapids | IA | 07/2017 | 02/2018 |
| Balanced Investment Company, Llc | Cedar Rapids | IA | 06/2012 | Present |
| Balanced Investment Advisors, Llc | Cedar Rapids | IA | 08/2019 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2020 | 08/2020 |
1. BALANCED INVESTMENT COMPANY, LLC; INVESTMENT RELATED; CEDAR RAPIDS, IA; INSURANCE BROKERAGE; MANAGING MEMBER; 80 HOURS PER MONTH; 2 HOURS DURING SECURITIES TRADING; EVALUATE INVESTMENTS AND INSURANCE NEEDS; PROVIDE SUITABLE RECOMMENDATIONS, AND ASSIST IN EXECUTING THOSE RECOMMENDATIONS 2. BALANCED INVESTMENT ADVISORS, LLC; INV RELATED; CEDAR RAPIDS, IA; REGISTERED INVESTMENT ADVISOR; MANAGING MEMBER & IAR; 08/2019; 50-60 HRS/MONTH; 3 HRS/DAY; PROVIDING FINANCIAL PLANNING AND PORTFOLIO MANAGEMENT 3. FIXED INSURANCE; INV RELATED; CEDAR RAPIDS, IA; SELLING FIXED INSURANCE; AGENT; 2/2020; 20 HOURS/MONTH; 20 HOURS DURING TRADING; SELL INSURANCE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-03 |
Reach out to this advisor