Best Investors
Account
Sign in
Best Investors
Account
Sign in
Chesterfield, MO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2011-06-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eric K Amundson Agency | Chesterfield | MO | 11/1995 | Present |
| Adaptive Wealth Management, Llc | Chesterfield | MO | 01/2010 | Present |
| Concorde Investment Services, Llc | Troy | MI | 02/2012 | Present |
1) ERIC K. AMUNDSON AGENCY, GENERAL INSURANCE AGENCY/AGENT SINCE 11/1995 TO PRESENT.14749 WESTERLY PLACE, CHESTERFIELD, MO 63017. 2) FIXED INSURANCE SALES, 14749 Westerly Place, Chesterfield, MO. 63017. OWNER/AGENT, Fixed Life Insurance, Fixed Annuity, Disability and Health Insuance. 10 HOURS PER MONTH. 1 HOUR A MONTH DURING SECURITIES TRADING HOURS. 3) ADAPTIVE WEALTH MANAGEMENT,LLC. STATE REGISTERED INVESTMENT ADVISOR. 14749 WESTERLY PLACE, CHESTERFIELD, MO., 63017. PARTNER. 100 HOURS PER MONTH, 100 HOURS PER MONTH DURING SECURITIES TRADING HOURS. MANAGING DIRECTOR, COMPLIANCE, SALES AND TRADING DUTIES. 4) Concorde Insurance Agency; CHESTERFIELD, MO. Insurance Agent; provide insurance services to clients when appropriate. No client conflict. 5) St. Louis Chapter of the Fellowship of Christian Athletes, 1400 South High Way Drive, Fenton, MO 63099. Not investment related.Christian Charity- Board of Directors. 1-5 hour/mo during business hours, 1-5 hours/mo outside business hours. 6) Bridge Profit Solutions, LLC, Non-investment related, Business Consulting, Start date 06/2021, Chesterfield, MO, Member, Managing Member of LLC. Introduce companies to strategies that can assist in increasing their profit. 1-5 hours/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-27 |
Reach out to this advisor