Best Investors
Account
Sign in
Best Investors
Account
Sign in
110 Sw 3Rd St, Lee'S Summit, MO 64082 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2020-01-22 |
| MO | RA | APPROVED | 2020-01-16 |
Branch Locations
3 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 |
|---|---|---|---|---|
| United Planners | Lee'S Summit | MO | 07/2016 | 11/2019 |
| Martin Brooks Independent Insurance | Lee'S Summit | MO | 09/2006 | Present |
| Heritage Property Investments | Lee'S Summit | MO | 09/2010 | Present |
| City Of Lee'S Summit Mo Tif Committee | Lee'S Summit | MO | 06/2015 | 03/2019 |
| Heritage Financial | Lee'S Summit | MO | 09/2006 | Present |
| Troutman And Associates | Itasca | IL | 11/2018 | 11/2019 |
| Freedom Wealth Advisors, Llc | Lee'S Summit | MO | 11/2019 | Present |
1.) MARTIN BROOKS INDEPENDENT INSURANCE - INSURANCE AGENT - NON-VARIABLE INSURANCE - LEE'S SUMMIT, MO - SINCE 09/2006 - INVESTMENT RELATED 2.) HERITAGE FINANCIAL - FOUNDER/PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - LEE'S SUMMIT, MO - SINCE 09/2006 - INVESTMENT RELATED 3.) HERITAGE PROPERTY INVESTMENTS - OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - LEE'S SUMMIT, MO - SINCE 09/2010 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-26 |
Reach out to this advisor