Best Investors
Account
Sign in
Best Investors
Account
Sign in
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-05 |
| WA | RA | APPROVED | 2025-12-05 |
Branch Locations
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Moloney Securities Co., Inc. | Manchester | MO | 01/2016 | Present |
| Berthel, Fisher & Company Financial Services, Inc. | Bellingham | WA | 12/2025 | Present |
| Bfc Planning, Inc. | Cedar Rapids | IA | 12/2025 | Present |
50% OWNERSHIP - RENTAL PROPERTY, 2257 SANDCANYON RD., CHEWELAH, WA 99109. THE TYPE OF BUSINESS IS OWN FAMILY FARM AND IS RENTED OUT to a tenant. DUTIES ARE TO PAY TAXES AND COLLECT RENT. 50% Ownership - Command Aviation, Inc. 2010 W Bakerview Rd Bellingham, WA 98226 Aircraft maintenance and repair facility. Hold the office of President with duties of fiscal oversight. 0 hours per week during market hours. Securities and advisory activities d/b/a Salish Wealth Management. Securities offered through Moloney Securities Co., Inc. Life Insurance - Agent. 2122 Barley Blvd, Suite 200, Bellingham, WA 98226. Conducted less than 1 hour/week during market hours. Not investment related. Blane High School - Girls Wrestling Assistant Coach. 765 H St, Blaine, WA 98230. Not conducted during market hours. Not investment related. Tamarack Vista LLC - Owner (25%). Buy and develop land for commercial real estate. Not conducted during market hours. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-20 |
Reach out to this advisor