Best Investors
Account
Sign in
Best Investors
Account
Sign in
5225 N. Academy Blvd. Ste 300, Colorado Springs, CO 80918 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-12-14 |
Branch Locations
5225 N. Academy Blvd. Ste 300, Colorado Springs, CO 80918 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sustainable Wealth Strategies, Llc | Colorado Springs | CO | 11/2022 | Present |
| Rocky Mountain Financial Services | Colorado Springs | CO | 02/2008 | Present |
Vicki Biegler is licensed to sell annuities, life, disability and health insurance, and long term care. This activity accounts for approximately 20% of her time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-26 |
Reach out to this advisor