Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-18 |
| NE | RA | APPROVED | 2024-07-31 |
Branch Locations
5960 Vandervoort Dr.SUite 100, Lincoln, NE 68516 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Lincoln | NE | 08/2013 | 05/2020 |
| Thrivent Financial For Lutherans | Appleton | WI | 10/2013 | 05/2020 |
| Thrivent Advisor Network, Llc Dba Perspective Planning Partners | Lincoln | NE | 05/2020 | 07/2024 |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2020 | 08/2021 |
| Lpl Financial | Lincoln | NE | 07/2024 | Present |
1) 07/11/2024 5498 LLC/ Business Entity For Tax/Investment Purposes Only/ Co-owner/ at reported business location/ non investment related/ 160 hours per month/ 05/15/2018 2) 07/11/2024 Perspective Planning Partners/ DBA for LPL Business (entity for LPL business)/ at reported business location/ investment related/ 160 hours per month/ 07/29/2024 3) 07/11/2024 8945 LLC/ Real Estate Rental/ NE 68516/ co owner, investment related/ 1 hour per month/ 05/24/2019 4) 07/11/2024 Perspective Planning Partners/ Insurance Agency/ Owner selling Life, Health, Annuity/ NE 68516/ investment related/ 4 hours per month/ 01/05/2021
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-01-20 |
| S66 | Uniform Combined State Law Examination | 2012-10-12 |
Reach out to this advisor