Best Investors
Account
Sign in
Best Investors
Account
Sign in
51 Haddonfield Road Suite 210, Cherry Hill, NJ 08002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-01-27 |
Branch Locations
51 Haddonfield Road Suite 210, Cherry Hill, NJ 08002 • UNITED STATES
Council Bluffs, IA • United States
1 Horace Mann Plaza, Springfield, IL 62715-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-01-27 |
Branch Locations
One Horace Mann Plaza, Springfield, IL 62715-0001 • UNITED STATES
Council Bluffs, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Omaha | NE | 02/2017 | 06/2017 |
| Student | Mason City | IA | 05/2009 | 02/2017 |
| Woodmen Financial Services, Inc. | Omaha | NE | 06/2017 | 08/2018 |
| Securities America, Inc. | La Vista | NE | 08/2018 | 06/2021 |
| Ae Financial Services, Llc | Topeka | KS | 07/2021 | 04/2022 |
| Ae Wealth Management, Llc | Topeka | KS | 07/2021 | 04/2022 |
| Wealthplan Partners, Llc | Bellevue | NE | 05/2022 | 08/2022 |
| Securities America, Inc. | Omaha | NE | 06/2022 | 07/2022 |
| Ae Financial Services, Llc | Topeka | KS | 08/2022 | 12/2025 |
| Ae Wealth Management, Llc | Topeka | KS | 08/2022 | 12/2025 |
| Horace Mann Companies | Springfield | IL | 01/2026 | Present |
| Horace Mann Investors, Inc | Springfield | IL | 01/2026 | Present |
| Bcg Securities, Inc | Cherry Hill | NJ | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-03 |
| S65 | Uniform Investment Adviser Law Examination | 2006-09-13 |
Reach out to this advisor