Best Investors
Account
Sign in
Best Investors
Account
Sign in
4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-08-22 |
| TX | RA | APPROVED | 2022-08-19 |
Branch Locations
10250 Regency Circle, Suite 100, Omaha, NE 68114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Karstens Investment Counsel, Inc | Omaha | NE | 01/2006 | 03/2020 |
| Frontier Wealth Management, Llc | Kansas City | MO | 04/2020 | 07/2022 |
| Capfinancial Partners, Llc (Captrust) | Raleigh | NC | 07/2022 | Present |
1) Omaha Suburban Athletic Association; Investment-Related: No; 2937 S 120th Street; Athletics ; President ; Start;10/15/16 ; Hours/Month: 25; Hours during Market Hours:5 ; Duties: Organize league commissioners. 2) Nebraska Prospects Baseball Club LLC; Investment-Related: No; Private Residence; Baseball ; Partner ; Start; 8/11/15; Hours/Month:60 ; Hours during Market Hours: 10; Duties: Register players, schedule
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-23 |
Reach out to this advisor