Best Investors
Account
Sign in
432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2023-10-13 |
Branch Locations
214 South 1St Street , Greenfield, IA 50849 • United States
432 Security Blvd. Ste. 101, Green Bay, WI 54313 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First National Bank | Greenfield | IA | 09/2010 | 05/2018 |
| Broker Dealer Financial Services Corp. | Greenfield | IA | 01/2011 | 05/2018 |
| Union State Bank | Greenfield | IA | 05/2018 | Present |
| Brokers International Financial Services | Greenfield | IA | 01/2019 | 10/2023 |
| Packerland Brokerage Services | Green Bay | WI | 10/2023 | Present |
1) Union Insurance Agency; Investment related; 214 South 1st Street, Greenfield, IA 50849; Insurance Sales; Agent; 05/21/2018; 40 hour per month; 40 hours during securities hours; Sales and service of non-variable life insurance 2) Union State Bank; not investment related; 214 South 1st St, Greenfield, IA 50849; Retail banking and lending; Mortgage Loan Officer; 05/21/2018; 40 hours per month; 40 hours during security hours; Origination of first mortgage loans 3) Empowering Adair County Foundation; not investment related; 154 Public Square Suite C, Greenfield, IA 50849; Grant Program Foundation; Committee Member; 12/01/2015; 1 hour per month; 0 hours during security hours; Review of applications for grant funding. 5) Nodaway Valley School District; not investment related; 410 NW 2nd St, Greenfield, IA 50849; High school athletics; Coach; 05/07/2018; 45 hours per month; 2 hours during securities hours; Coaching high school sports Greenfield Community Development Corporation 202 S. 1st Street PO Box 61 Greenfield Iowa, 50849 Local non-profit board that tries to market our area to increase jobs and housing. Started November, 2024, voluntary, no compensation. Address is 202 S. 1st Street, PO Box 61, Greenfield, Iowa 50849 1.5 hours per month during the day Non-investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-28 |
Reach out to this advisor