Best Investors
Account
Sign in
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2020-06-04 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2017-07-07 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allen Knox Associates | West Union | IA | 02/2001 | Present |
| Lincoln Investment | West Union | IA | 02/2011 | Present |
MCR FINANCIAL SERVICES, LLC DBA REIERSON RETIREMENT & INVESTMENT SERVICES POSITION: Sole Member Owner & Agent NATURE: Insurance/Fixed Annuity INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/01/2022 ADDRESS: 107 West Elm Street, West Union IA 52175, United States DESCRIPTION: Sell life insurance/fixed annuities NORTH FAYETTE VALLEY COMMUNITY COALITION POSITION: Begin roll of the Chair on the North Fayette Valley Community Coalition Executive Team. NATURE: Provide support to youth INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/06/2022 ADDRESS: 23689 Canoe Road, Elgin IA 52141, United States DESCRIPTION: The Executive Team oversees the DFC Coordinator, Mentoring Program, Youth Initiative Program, and YFL Center decisions along with all staff of the North Fayette Valley Community Coalition. RENTAL PROPERTY POSITION: Owner/Renter NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/02/2015 ADDRESS: 706 Hwy 150 South, West Union IA 52175, United States DESCRIPTION: Buying on Contract (20 years) farm land from my husband's grandpa. His grandpa passed in May 2022. We have started collecting rent from tillable acres and pasture. We also may sell trees - not every year, but probably every 5-10 years or so. MCR FINANCIAL SERVICES POSITION: Sublet the top half of the building I rent to Helping Services. NATURE: Sublet top half of building INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2023 ADDRESS: 107 West Elm Street, West Union IA 52175, United States DESCRIPTION: sublet the upstairs offices to Helping Services and they pay me rent. Helping Services of Northeast Iowa Position: Consultant Nature: 501(c)(3) Non Profit Investment Related: Yes Hours: 1 Securities Trading Hours: 1 Start Date: 10/15/2025 Address: 805 E Main Street Decorah, IA 52101 Description: Assist with financial transactions associated with their T. Rowe Price mutual fund investment account.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-23 |
Reach out to this advisor