Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-01-24 |
Branch Locations
1350 Nw 138Th Street Suite 300, Clive, IA 50325 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Heartland | Clive | IA | 04/2012 | Present |
| Lincoln Financial Securities Corporation | Clive | IA | 01/2013 | 01/2025 |
| Osaic Wealth, Inc. | Clive | IA | 01/2025 | Present |
1) FIRST HEARTLAND FINANCIAL GROUP 1350 NW 138TH STREET, SUITE 300 CLIVE, IA 50325 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT/HEALTH, DISABILITY, INSURANCE PORTION OF HSAS, FIXED ANNUITIES, INDEX ANNUITIES AND TRADITIONAL LIFE INSURANCE. START DATE: 11/26/2012 HPM: 50 2) NICK FELEDY 1341 ARIZONA AVE. AMES, IOWA 50014 CATEGORY: REAL ESTATE MANAGEMENT, RENTAL OR DEVELOPMENT INVESTMENT RELATED: YES TITLE: OWNER DUTIES: MAINTAIN THE PROPERTY AND MANAGER RENTERS START DATE: 9/1/2020 HOURS PER MONTH: 3 HOURS PER MONTH DURING TRADING HOURS: 0 3) HEARTLAND WEALTH GROUP POSITION: Agent NATURE: Sale of life, LTC, health, medicare supplements for individuals INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 11/26/2012 ADDRESS: 1350 NW 138th St., Suite 300, Clive IA 50325, United States DESCRIPTION: Sale of life, LTC, health, medicare supplements for individuals
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-11 |
Reach out to this advisor