Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-02-26 |
| WA | RA | APPROVED | 2021-02-26 |
Branch Locations
2323 N 30Th St Ste 100, Tacoma, WA 98403 • United States
Tacoma, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Planning, Inc. | Fort Worth | TX | 04/2008 | 02/2021 |
| First Command Financial Services, Inc. | Fort Worth | TX | 04/2008 | 02/2021 |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | 02/2021 |
| Ameriprise Financial Services Llc | Tacoma | WA | 02/2021 | Present |
Independent Insurance Brokering; Anico; 01/01/2009; / Globe Life; 01/01/2009; Term Life / Midland; 01/01/2009; . Business Ownership; Tenmile Island, LLC; Running the business side of the LLC for our Ameriprise Franchise.; entity used to pay staff and lease office space for our Ameriprise Franchise.; 2323 N 30th St STE 100, , Tacoma, WA, 98403; Not Investment-Related; 11/18/2020; 1 to 9 hours per month; 1 to 9 during trading hours / Niblack Enterprises, LLC; Owner; Consulting; 2323 N 30th St , Suite 100, Tacoma, WA, 98403; Not Investment-Related; 11/18/2014; 0 hours per month; 0 during trading hours. Outside Employment; Tenmile Island, LLC; Co-owner; Manage advisory business; 2323 N 30th St , , Tacoma, WA, 98403; Investment-Related; 02/26/2021; 20 to 39 hours per month; 20 to 39 during trading hours. Other Business Activities; Finance & Operation Pastor; Consulting the executive team and senior pastor in making financial decisions on the following: ? Church's Annual Budget | Streamline and oversee (Roughly 1.2mil annually.) Will be consulted on all financial decisions over 10k. ? Present Financial Reports to Church Council ? Department Budgets | Oversee & collaborate on adjustments ? Staff Salaries, Adjustments, Raises | Oversee & collaborate ? Building & Operations Team | Oversee ? Finance Team | Oversee & collaborate ? HR Department & Compliance | Research plan & assist in overseeing ? Retirement Solution for Senior/Founding Staff members ? Research and Implement 3rd party HR Solution (PEO/ASO) ? Assist as needed on Building Remodel Project The church also owns and operates out of a large commercial building with multiple corporate tenants. They also own a separate property with cell tower. I will be overseeing the leases and relationship with the tenants. Are you involved in investment related decisions? -Not currently Are you an employee of the church. -Not technically. The intent is to run my compensation through my LLC as a contractor vs. getting paid as an employee. The church will pay my LLC directly and issue a 1099. Direct report would be to the Senior Pastor, Lance Powers.; 4020 S 56th St, Ste 210, Tacoma, WA, 98409; Not Investment-Related; 05/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-03 |
Reach out to this advisor