Best Investors
Account
Sign in
9121 Illinois Road Suite 51, Fort Wayne, IN 46804 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-01-07 |
Branch Locations
9121 Illinois Road Suite 51, Fort Wayne, IN 46804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Larson Financial Group, Llc | St. Louis | MO | 04/2012 | 12/2017 |
| Larson Financial Securities, Llc | St. Louis | MO | 04/2012 | 12/2017 |
| Vestia Advisors, Llc | Fort Wayne | IN | 01/2018 | Present |
1.VESTIA HOLDINGS, LLC; ADMINISTRATIVE SUPPORT ENTITY; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; MANAGING MEMBER; 01/2024; <1 HOUR PER MONTH, <1 HOUR PER MONTH DURING TRADING HOURS; EXECUTIVE LEADERSHIP ROLE. 2.VESTIA ADVISORS, LLC (DBAS "VESTIA PERSONAL WEALTH ADVISORS" AND "VESTIA RETIREMENT PLAN CONSULTANTS"); INVESTMENT RELATED; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; SEC REGISTERED INVESTMENT ADVISER; OWNER; 01/2024; 120 HOURS PER MONTH, 100 HOURS PER MONTH DURING TRADING HOURS; EXECUTIVE LEADERSHIP ROLE. 3.VESTIA BROKERAGE, LLC; CONTRACTUAL RELATIONSHIP REQUIRING ASSIGNMENT OF CERTAIN COMMISSIONS; INVESTMENT RELATED; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; MANAGING MEMBER; 1/2024; <1 HOUR PER MONTH, <1 HOUR PER MONTH DURING TRADING HOURS; EXECUTIVE LEADERSHIP ROLE. 4.VESTIA CONTRACT NEGOTIATION, LLC; CONTRACT NEGOTIATION SERVICES FOR PROFESSIONALS; NON-INVESTMENT RELATED; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; MANAGING MEMBER; 12/2019; <1 HOUR PER MONTH, <1 HOUR PER MONTH DURING TRADING HOURS; EXECUTIVE LEADERSHIP ROLE. 5.VESTIA INSURANCE, LLC (DBAS "VESTIA INSURANCE SERVICES" AND "VESTIA BENEFIT SOLUTIONS"); 9121 ILLINOIS RD FORT WAYNE, IN 46804; LICENSED VESTIA ADVISORS, LLC PERSONNEL MAY OFFER OR REFER INSURANCE SOLUTIONS TO INVESTMENT ADVISORY CLIENTS. MANAGING MEMBER; 03/2019-PRESENT; 4-5 HRS/MO DURING TRADING HRS; DUTIES INCLUDE INTRODUCING CLIENTS TO POTENTIAL SOLUTIONS. 6.PERIDOT REVER HOLDINGS, LLC, INVESTMENT RELATED; 19022 HACKBERRY DRIVE, GRETNA, NE 68023; PROVIDES MANAGEMENT AND CONSULTING SERVICES FOR VESTIA HOLDINGS (NOT UTILIZED FOR ANY CLIENT PURPOSES); MANAGING MEMBER; 1.2024; 1-2 HRS/MO DURING TRADING HRS; DUTIES INCLUDE MANAGEMENT AND CONSULTING. 7.VINO MAS; NOT INVESTMENET RELATED; 14450 EAGLE RUN DR, UNIT 220, OMAHA NE 68116; WINE RETAIL AND BAR; SALES/CASHIER; NOV 1 2017; 10 HOURS PER MONTH, 0 DURING TRADING HOURS; RING OUT PURCHASES AND POUR WINE. 8.HANGOVER DOCTOR, LLC; NOT INVESTMENT RELATED; OMAHA, NE 68127; NUTRITION AND SUPPLEMENTS; CO-OWNER; 10/1/24; 10-20 HOURS PER MONTH, 0 DURING TRADING HOURS;CONSULT ON BUSINESS DECISIONS FOR THE BRAND - A HANGOVER REMEDY POWDER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-27 |
Reach out to this advisor