Best Investors
Account
Sign in
Best Investors
Account
Sign in
6011 Stadium Drive, Kalamazoo, MI 49009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-06 |
| MI | RA | APPROVED | 2025-09-30 |
Branch Locations
6011 Stadium Drive, Kalamazoo, MI 49009 • United States
2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-02-03 |
Branch Locations
2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States
6011 Stadium Drive, Kalamazoo, MI 49009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valley Oak Financial | Kalamazoo | MI | 06/2006 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 08/2013 | 06/2020 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 08/2013 | 06/2020 |
| Forta Financial Group, Llc | Greenwood Village | CO | 06/2020 | 09/2021 |
| Financial Gravity Family Office Services, Llc | Lakeway | TX | 09/2021 | 09/2025 |
| Kingswood Capital Partners | Stockbridge | GA | 12/2021 | 11/2025 |
| Forta Financial Group, Llc | Greenwood Village | CO | 06/2020 | 12/2021 |
| Valley Oak Investment Strategies, Llc | Kalamazoo | MI | 09/2025 | Present |
(1) VO Pro Holdings, LLC a non-investment related company located at 6011 Stadium Drive, Kalamazoo, MI, USA, 49009 as a managing member of all rental properties since 05/2016 dedicating 3 hours a month and 0 hours during securities trading hours. (2) Ramama LLC a non-investment related company located at 6011 Stadium Drive, Kalamazoo, MI, USA, 49009 as a 33% Passive Minority Owner/Member of Zoup Franchises since 01/2022 Dedicating 1-2 hours a month and 0 hours during securities trading hours. (3) Insurance Agent an investment related activity located at the same office as RIA, since 09/2021 . Licensed and registered to sell life, accident, and other lines of insurance dedicating approximately 5% of his time on insurance-related activities. Conflict of interest due to additional compensation on these products. (4) Valley Oak Financial PLC an investment related activity located at the same office as RIA. Tax preparation, accounting and consulting services. Dedicates approximate 55 hours per month with the same during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-06-27 |
Reach out to this advisor