Best Investors
Account
Sign in
101 S 108Th Ave 3Rd Floor, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-07-31 |
Branch Locations
101 S 108Th Ave 3Rd Floor, Omaha, NE 68154 • United States
109 E 52Nd St, Ste 1, Kearney, NE 68847 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vsr Financial Services, Inc. | Overland Park | KS | 08/2007 | 09/2016 |
| Vsr Advisory Services | Overland Park | KS | 10/2007 | 09/2016 |
| Summit Brokerage Services, Inc. | Kearney | NE | 09/2016 | 09/2016 |
| Summit Financial Group Inc | Boca Raton | FL | 09/2016 | 09/2016 |
| Securities America, Inc. | Kearney | NE | 09/2016 | 06/2024 |
| Wealthplan Partners, Inc | Omaha | NE | 09/2016 | 07/2024 |
| Wealthplan Partners, Llc | Omaha | NE | 01/2020 | 07/2024 |
| Osaic Wealth, Inc. | Kearney | NE | 06/2024 | 07/2024 |
| Wealthplan Investment Management | Omaha | NE | 07/2024 | Present |
***Royal Partners - Position: Owner - Nature: Rental Property - Investment Related: Yes - Hours: 1 - Securities Trading Hours: 1 - Start Date: 9/2012 - Address: 2411 W 42nd St, Kearney NE 68845 ***Jeremy Armagost - Position: Insurance Agent - Nature: Insurance Sales - Investment Related: Yes - Hours: 5 - Securities Trading Hours: 5 - Start Date: 9/2012 - Address: 109 E 52nd St, Kearney NE 68847 ***UNIVERSITY OF NEBRASKA AT KEARNEY POSITION: professor NATURE: Education INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 12 START DATE: 09/01/2020 ADDRESS: 1917 W. 24th Street, Suite 300C, Kearney NE 68849, United States DESCRIPTION: Teach Personal Finance class ***KEARNEY AREA COMMUNITY FOUNDATION POSITION: board member NATURE: Kearney Area Community Foundation Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/21/2020 ADDRESS: 412 W 48th St # 12, Kearney NE 68845, United States DESCRIPTION: Kearney Area Community Foundation Board Member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-16 |
Reach out to this advisor