Best Investors
Account
Sign in
Best Investors
Account
Sign in
Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-23 |
| IA | RA | APPROVED | 2023-12-11 |
| MA | RA | APPROVED | 2021-05-18 |
| GA | RA | APPROVED | 2018-08-16 |
| OR | RA | APPROVED | 2012-01-06 |
Branch Locations
6400 C St Sw, Cedar Rapids, IA 52499 • United States
Oregon City, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Neumann Financial Group Inc | Portland | OR | 04/2004 | 10/2016 |
| World Financial Group | Cedar Rapids | IA | 05/2004 | Present |
| Transamerica Financial Advisors, Inc | Cedar Rapids | IA | 01/2012 | Present |
| Andrew D. Laws--Ride Share Driver | Oregon City | OR | 09/2016 | 04/2022 |
| Michael R. Neumann Corp. | West Linn | OR | 10/2016 | 10/2017 |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. | As an employee of Transamerica Financial Advisors, Inc., may perform home office functions for other business units.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-09 |
Reach out to this advisor