Best Investors
Account
Sign in
4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-02 |
| IA | RA | APPROVED | 2021-01-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Reserve National Insurance Co | West Des Moines | IA | 02/2013 | Present |
| Insurance Solutions Of Iowa Llc | West Des Moines | IA | 04/2014 | Present |
| Insurance Solutions Of Iowa Inc | West Des Moines | IA | 08/2017 | Present |
| Brokers International Financial Services, Llc | Indianola | IA | 09/2017 | Present |
1) Insurance Solutions of Iowa; Investment related; 709 Scott Felton Road, Indianola, IA 50125; Marketing of insurance products; President and Owner; Started 8/14/2017; 25 hours per month, 25 during security hours; Health, life, fixed and FIA sales. 2) Retirement Solutions of Iowa LLC; Investment related; 709 Scott Felton Road, Indianola, IA 50125; DBA for advisory business, President and Owner; Started 1/15/2021; 35 hours per month, 35 during security hours; Market and service advisory business. 3) Indianola Chamber of Commerce; Not Investment Related; 111 N. Buxton St, Indianola, IA 50125; Board member for a non-profit business organization; Board Director; 10/05/2023; 5 hours per month; 3 hours during security hours; Attend meetings & events, vote on board direction.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-13 |
Reach out to this advisor