Best Investors
Account
Sign in
Best Investors
Account
Sign in
Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-06-25 |
| TX | RA | APPROVED | 2025-06-25 |
Branch Locations
7500 College Blvd Ste 500, Overland Park, KS 66210 • United States
Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tax Favored Benefits | Overland Park | KS | 07/2014 | Present |
| Ameritas Investment Company, Llc | Lincoln | NE | 07/2014 | 06/2025 |
| Ameritas Life Insurance Corp | Lincoln | NE | 07/2014 | 06/2025 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | 06/2023 |
| Tfb Advisors, Llc | Overland Park | KS | 08/2022 | 06/2025 |
| Alera Investment Advisors, Llc | Overland Park | KS | 06/2025 | Present |
| Osaic Wealth | Scottsdale | AZ | 08/2025 | Present |
1.BROADVIEW CAPITAL MANAGEMENT LLC POSITION: Member NATURE: LLC taxed as S-Corp INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/20/2022 ADDRESS: 5901 Cherokee Drive, Fairway KS 66205, United States DESCRIPTION: No formal duties. Owner/manager of single member LLC. 2.TAX FAVORED BENEFITS INC. POSITION: Agent NATURE: Corporation- Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2014 ADDRESS: 4801 W. 110th Street, Suite 200, Overland Park KS 66211, United States DESCRIPTION: I am an agent of who writes life and annuity insurance policies through the agency 3.WESTERN GOLF ASSOCIATION POSITION: Director NATURE: Not for profit charity INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/21/2026 ADDRESS: 2501 Patriot Boulevard, Glenview IL 60026, United States DESCRIPTION: Volunteer director position for local/regional area for Western Golf Association. 4.FIRST TEE OF GREATER KANSAS CITY POSITION: Board Member NATURE: Not for profit charity. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/19/2026 ADDRESS: 9401 Nall Ave, Suite 102, Prairie Village KS 66207, United States DESCRIPTION: Board member of local chapter of First Tee.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-24 |
Reach out to this advisor