Best Investors
Account
Sign in
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2019-05-21 |
Branch Locations
251 N Main Suite 102, Sioux Center, IA 51250 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Sioux Center, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Sioux Center | IA | 06/2009 | 05/2019 |
| Kestra Investment Services, Llc. | Sioux Center | IA | 05/2019 | Present |
| Kestra Advisory Services, Llc. | Sioux Center | IA | 05/2019 | Present |
Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 507 Southwest Pkwy, Building 2 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: IAR Start Date: 5/23/2019 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: IAR Name: KLONDIKE RANCH, LLC POSITION: Owner / Manager NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/08/2021 ADDRESS: 906 4th St NW, Sioux Center IA 51250 DESCRIPTION: Work with non-client neighbor farmer for sharecropping farming arrangement. Harvest hay and wood from property. Name: DOELMAN FINANCIAL STRATEGIES & WEALTH MANAGEMENT, POSITION: Wealth Ad permitting, etc.visor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 152 SECURITIES TRADING HOURS: 80 START DATE: 12/29/2008 ADDRESS: 209 S. Main Ave, Sioux Center IA 51250 DESCRIPTION: Meet with prospective clients and clients to address financial planning, wealth management and retirement planning needs. Name: LD RENTALS, LLC POSITION: see above NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 02/17/2020 ADDRESS: 906 4th St. NW, Sioux Center IA 51250, United States DESCRIPTION: Work with contractors on design and construction of office building. Work with municipality on obtaining proper permitting, etc. 12/2025 Entered into a Health Reimbursement plan with LD Rentals,LLC which provides me with a small salary of $6,000 per year and a Health Care Reimbursement plan (for basic handyman services of ~8hrs per week on average throughout the year)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-13 |
| S65 | Uniform Investment Adviser Law Examination | 2002-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-10 |
Reach out to this advisor