Best Investors
Account
Sign in
Best Investors
Account
Sign in
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-12-05 |
Branch Locations
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planned Investment Co., Inc. | Indianapolis | IN | 01/2007 | 12/2018 |
| Moloney Securities Co., Inc. | Manchester | MO | 12/2018 | Present |
| Moloney Securities Asset Management, Llc | Manchester | MO | 12/2018 | Present |
| Berthel, Fisher & Company Financial Services, Inc. | Indianapolis | IN | 12/2025 | Present |
| Bfc Planning, Inc. | Cedar Rapids | IA | 12/2025 | Present |
D/B/A - PLANNED INVESTMENT CO, INC. INVESTMENTS OFFERED THROUGH MOLONEY SECURITIES. 9265 COUNSELORS ROW #150, INDIANAPOLIS, IN 46240. DURING ALL MARKET HOURS. INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-01 |
Reach out to this advisor