Best Investors
Account
Sign in
Best Investors
Account
Sign in
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-04-08 |
| NE | RA | APPROVED | 2018-11-30 |
Branch Locations
10404 Essex Ct., Ste. 600, Omaha, NE 68114 • United States
3712 Davenport St., Omaha, NE 68131 • United States
Steamboat Springs, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services, Inc. | St. Paul | MN | 06/2007 | 11/2018 |
| Minnesota Life Insurance Company | St. Paul | MN | 06/2007 | 11/2018 |
| Heritage Financial Services, Llc | Omaha | NE | 06/2007 | 11/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2018 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2018 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 11/2018, AS ADVISORY REP OF AN RIA, INV REL, 80 HR/MO, 80 HR/MO TRADING. 2) BAUM FINANCIAL CONSULTING, 10404 Essex Ct., Ste. 600, Omaha NE 68114, United States, 12/01/2018, Financial Consultant, Insurance/Benefits/Human Resources, INV REL, 9 HR/MO, 5 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-06 |
Reach out to this advisor