Best Investors
Account
Sign in
Best Investors
Account
Sign in
7221 West 79Th Street Suite 5, Overland Park, KS 66204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-06-12 |
| KS | RA | APPROVED | 2024-05-01 |
Branch Locations
7221 West 79Th Street Suite 5, Overland Park, KS 66204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Barber Financial Group | Lenexa | KS | 03/2013 | 01/2021 |
| Iht Wealth Management | Chicago | IL | 01/2021 | 11/2022 |
| Aps Ventures, Llc | Gladstone | MO | 11/2022 | 04/2024 |
| Proactive Planning Wealth Advisory | Overland Park | KS | 04/2024 | Present |
INSURANCE SALES; INVESTMENT-RELATED; KANSAS; INSURANCE AGENT; START DATE 2024; APPROXIMATELY 40 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-20 |
Reach out to this advisor