Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED_RES | 2023-06-29 |
Branch Locations
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 |
|---|---|---|---|---|
| Stortz Financial Group | Omaha | NE | 07/2008 | Present |
| Voya Financial Advisors | Omaha | NE | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
NAME OF ENTITY:BROOKSTONE DEVELOPMENT, LLC/dba BROOKSTONE HOMES; No; 16820 FRANCES ST STE 205; OMAHA; NE; 68130; RENTAL PROPERTIES; OWNER; 9/1/2017; 15; 0; MANAGE RENTAL PROPERTIES,NEW HOME BUILDINGS, DEVELOPMENT OPPORTUNITIES.|NAME OF ENTITY:LUCKY B PROPERTIES, LLC; No; 16820 FRANCES ST STE 205; OMAHA; NE; 68130; REAL ESTATE; CO-OWNER; 3/8/2018; 10; 0; MANAGE AND MAINTAIN PROPERTIES.|NAME OF ENTITY:MIDWEST SPORTS ASSOCIATION, LLC/NEBRASKA SHOCKWAVE; No; 16820 FRANCES ST STE 205; OMAHA; NE; 68130; SOFTBALL/BASEBALL ASSOCIATION; CO-OWNER; 9/1/2017; 10; 0; MANAGING MEMBER-COACH|NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 16820 FRANCES ST STE 205; OMAHA; NE; 68130; FIXED INSURANCE SALES; Independent Insurance Agent; 10/22/2014; 10; 5; SALES OF FIXED INSURANCE PRODUCTS|NAME OF ENTITY:Stortz Management Company, Inc. DBA Stortz Financial Group; Yes; 16820 FRANCES ST STE 205; OMAHA; NE; 68130; FINANCIAL SERVICES/DBA; owner; 6/26/2008; 160; 160; SELL FIXED INSURANCE,INVESTMENT AND SECURITIES PRODUCTS.|NAME OF ENTITY:Nebraska Venom, LLC; No; 16820 Frances St., STE 205; Omaha; NE; 68130; Softball Association; President; 10/16/2020; 4; 0; Organize and run a Girl's Fast Pitch Softball Association|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-27 |
Reach out to this advisor