Best Investors
Account
Sign in
420 N Evergreen Ste 300, Spokane Valley, WA 99216 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-07-17 |
| AK | RA | APPROVED | 2006-04-12 |
| WA | RA | APPROVED | 1999-03-23 |
Branch Locations
420 N Evergreen Ste 300, Spokane Valley, WA 99216 • 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 |
|---|---|---|---|---|
| Demars Financial Services | Spokane | WA | 01/1997 | Present |
| Crown Capital Securities, Lp | Orange | CA | 03/2006 | 05/2024 |
| Northwest Financial Advisors | Spokane | WA | 01/2006 | 01/2017 |
| Fidelity Financial Services | Kenai | AK | 01/2017 | Present |
| Lpl Financial Llc | Kenai | AK | 05/2024 | Present |
1) 05/07/2024 - DEMARS FINANCIAL GROUP LLC - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - Advisor - Started: 1/1/2006 - 120 Hrs/Mo; 6 Hrs During Trading - I provide investment advisory services through Demars Financial Group, LLC., an independent investment advisor firm. I started this business activity in 5/2024. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2) 06/09/2026 - Non Variable (Fixed) Insurance - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 01/01/2006 - 8 hours per month/ 4 hours during trading 3) 06/15/2026 - DEMARS FINANCIAL GROUP LLC - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 5/1/2024 - 120 Hrs/Mo; 60 Hrs During Trading 4) 06/17/2026 - Retirement Plan Specialists Inc - Non-Inv Related - Spokane Valley, WA - Third Party Administrator (TPA) - Start Date 01/12/2024 - 4 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-22 |
Reach out to this advisor