Best Investors
Account
Sign in
Best Investors
Account
Sign in
5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-11-01 |
| TX | RA | APPROVED_RES | 2021-11-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Ins Co | Lansing | MI | 01/2013 | 04/2018 |
| Princor Financial Services Corp | Lansing | MI | 01/2013 | 04/2018 |
| The Centennial Group | Lansing | MI | 01/2013 | 04/2018 |
| Washington Avenue Advisors | Lansing | MI | 04/2016 | 04/2018 |
| American United Life | Holt | MI | 04/2018 | 11/2018 |
| Oneamerica Securities | Holt | MI | 05/2018 | 11/2018 |
| Ameritas Investment Corp. | Lincoln | NE | 11/2018 | Present |
| Ameritas Life Insurance Corp. | Lincoln | NE | 11/2018 | Present |
| Castle Financial Partners Llc | Dewitt | MI | 05/2018 | Present |
| Optimus Insurance Brokerage Llc | Holt | MI | 11/2018 | 08/2022 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| Nm Financial Llc | Dewitt | MI | 11/2021 | Present |
| Kg Service Llc | Dewitt | MI | 07/2024 | Present |
CASTLE FINANCIAL PARTNERS LLC; SAME AS BRANCH; INV REL; PROVIDE FIXED INSURANCE PRODUCTS SUCH AS LIFE, DISABILITY, & FIXED ANNUITIES; PRESIDENT/CO OWNER; START DATE=05/2018; HRS/MO=60; TRADING HRS/MO=60; MANAGEMENT & DEVELOPMENT OF AGENTS WHILE PROVIDING INSURANCE TO THE CLIENTS WE SERVE FOR PLANNING AND PROTECTION NEEDS * NM Financial LLC; same as residence; inv rel; LLC established for my securities, advisory and planning business through AIC and AAS; Owner; start date=11/2021; hrs/mo=80; trading hrs/mo=80; financial planning, consulting and investment management * McCleary Properties LLC; same as residence; non-inv rel; LLC created for the purchase of my office space; Member; start date=09/2022; hrs/mo=2; trading hrs/mo=0; LLC created for the purchase of of my office to operate out of, I plan to operate out of one of the suites and lease out the other suite * KG Service LLC; same as branch; non-inv rel; misc. handyman services for commercial and residential rentals; Owner; start date=07/2024; hrs/mo=10; trading hrs/mo=0; cleaning, repair, maintenance, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-08 |
Reach out to this advisor