Best Investors
Account
Sign in
301 Oak Ridge Circle, Waverly, IA 50677 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2017-01-16 |
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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 06/2008 | 02/2018 |
| Brass Financial, Inc. Dba Accel Wealth Management | Cedar Falls | IA | 06/2016 | 01/2017 |
| Accel Wealth Management Llc | Waverly | IA | 01/2017 | Present |
| The Accel Group, Llc Fka First Insurance Services | Cedar Falls | IA | 06/2008 | Present |
| Brokers International Financial Services | Waverly | IA | 02/2019 | Present |
1) THE ACCEL GROUP, 301 Oak Ridge Cir, WAVERLY, IA, 6/2008 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES/NOTARY. INV REL - 5/MO - 2/TRADING. 2) ACCEL WEALTH MANAGEMENT, 301 Oak Ridge Cir, WAVERLY, IA, 7/2016 AS ADVISORY REP OF A RIA. INV REL - 30 HR/WK - 6/TRADING. 3) ACCEL HOLDINGS INC, 301 Oak Ridge Cir, WAVERLY, IA, 1/2017 AS PART OWNER OF PARENT COMPANY OF ACCEL WEALTH MANAGEMENT AND THE ACCEL GROUP. INV REL - 10/MO - 6/TRADING. 4) Treyton Properties, LLC; Not investment related; 301 Oakridge Circle Waverly, IA 50677; Real Estate; Partial Owner; 2018; 1 hour per month; 0 hours during trading hours; Passive investor of LLC that owns office building. 5) BD FINANCIAL, 301 Oak Ridge Cir, WAVERLY, IA, 1/2018, AS OWNER OF LLC TO COVER OFFICE OVERHEAD EXPENSES, NIR, 30/WK, 30/TRADING. 6) Treyton Properties LLC, 301 Oak Ridge Cir, WAVERLY, IA, 11/2016 - Part Owner - 1Hour/Month - 0/Trading 7) REDEEMER LUTHERAN CHURCH POSITION: Volunteer NATURE: Redeemer Lutheran Church is part of the ELCA organization, and this church has an endowment. The endowment has an outside advisor and the Trust Committee works with the advisor and the congregation to distribute funds from the account. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/25/2026 ADDRESS: 2001 W Bremer Ave, Waverly IA 56077, United States DESCRIPTION: I have been asked to start a 3 yr term on the Redeemer Lutheran Church Trust Committee. The Trust uses an outside manager to invest the funds and the committee duties involve meeting with the investment advisor on a quarterly basis as well as work with other church committees to distribute funds out of the acct as the bylaws state. The committee reviews the requests and then awards grants based on the review of all the applications.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-01 |
Reach out to this advisor