Best Investors Account Sign in
Current Employers
Planwiser Financial

3710 Sinton Road Suite 100, Colorado Springs, CO 80907 • United States

Current Registrations

AuthorityCategoryStatusDate
AR RA APPROVED 2026-07-13
CO RA APPROVED 2026-07-07
  • AR RA
    APPROVED
    Since 2026-07-13
  • CO RA
    APPROVED
    Since 2026-07-07

Branch Locations

3710 Sinton Road Suite 100, Colorado Springs, CO 80907 • United States

Greenbrier, AR • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sowell Management Services North Little Rock AR 05/2007 06/2021
Mutual Advisors, Llc. Casper WY 06/2021 06/2022
Planwiser Financial Colorado Springs CO 06/2026 Present
Signal Advisors Detroit MI 06/2022 06/2026
  • 05/2007 → 06/2021
    Sowell Management Services
    North Little Rock, AR
  • 06/2021 → 06/2022
    Casper, WY
  • 06/2026 → Present
    Colorado Springs, CO
  • 06/2022 → 06/2026
    Signal Advisors
    Detroit, MI
Previous Registrations
Other Businesses

1. Lingo Consulting, Start Date: 07/01/2021, 67 Greystone Drive., Greenbrier, AR 72058, S-Corp, Consulting, Owner, To consult with companies on their technology needs and overall operations, the goal is to help others streamline their processes using technology that fits their business model, Not Investment Related, 5 Hours per month, 0 Hours per day during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-12-04
S63 Uniform Securities Agent State Law Examination 2006-04-03
  • S66 Uniform Combined State Law Examination
    2008-12-04
  • S63 Uniform Securities Agent State Law Examination
    2006-04-03

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Colorado Springs, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor