Best Investors
Account
Sign in
16010 Metcalf Avenue, Suite 101, Overland Park, KS 66085 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-08-01 |
| IA | RA | APPROVED | 2016-07-13 |
Branch Locations
16010 Metcalf Avenue, Suite 101, Overland Park, KS 66085 • United States
5530 West Parkway, Suite 600, Johnston, IA 50131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wiley Financial Services | Johnston | IA | 09/1998 | Present |
| Lexaurum Advisors, Llc | Overland Park | KS | 07/2016 | Present |
| Broker Dealer Financial Services Corp. | West Des Moines | IA | 07/2016 | 01/2018 |
(1) RAISE CORPORATION; NOT INVESTMENT RELATED; 6165 NW 86TH STREET, JOHNSTON, IA 50131; FARMING GRAIN; OWNER/MANAGER; BEGAN JANUARY 2006; APPROXIMATELY 16 HOURS PER MONTH INCLUDING DURING TRADING HOURS; MANAGE FARMING OPERATIONS. (2) WILEY FINANCIAL SERVICES; INVESTMENT RELATED; 6165 NW 86TH STREET, JOHNSTON, IA 50131; FIXED AND TRADITIONAL INSURANCE; LONG TERM CARE;EQUITY INDEXED ANNUITIES; PRODUCING AGENT; BEGAN 2004; APPROXIMATELY ONE HOUR PER MONTH INCLUDING DURING TRADING HOURS; FIXED AND TRADITIONAL INSURANCE SALES. (3) ROTARY CLUB OF JOHNSTON, IA; JOHNSTON, IA; CLUB PRESIDENT; NON-PROFIT PROFESSIONAL ASSOCIATION; BEGAN JULY 2017; APPROXIMATELY 24 HOURS PER MONTH INCLUDING 6 DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-03-07 |
Reach out to this advisor