Best Investors
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Account
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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-27 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-03-17 |
Branch Locations
27240 Turnberry Lane, Valencia, CA 91355 • United States
4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pensionmark Financial Group, Llc | Santa Barbara | CA | 04/2018 | Present |
| Kplans Investment Services | Valencia | CA | 04/2015 | 03/2022 |
| Creative Planning Institutional Advisors, Llc | Newport Beach | CA | 03/2022 | Present |
| Creative Planning, Llc | Overland Park | KS | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-17 |
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