Best Investors
Account
Sign in
Best Investors
Account
Sign in
1688 White Circle Nw, Marietta, GA 30066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-09 |
| NE | RA | APPROVED | 2021-08-27 |
Branch Locations
233 S. 13Th Street 11 Floor, Lincoln, NE 68508 • United States
12112 Shamrock Plaza, Omaha, NE 68154 • United States
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 |
|---|---|---|---|---|
| Pro Wealth | Lincoln | NE | 07/2014 | 06/2017 |
| Trivita, Inc. | Scottsdale | AZ | 07/2003 | 05/2022 |
| Royal Fund Management, Llc | The Villages | FL | 08/2015 | 05/2017 |
| Retirement Wealth Advisors | Lincoln | NE | 05/2017 | 01/2019 |
| Riedmiller Wealth Management (Dba For Ia And Insurance) | Lincoln | NE | 06/2017 | Present |
| Zega Financial, Llc | West Palm Beach | FL | 01/2019 | 12/2019 |
| Fusion Capital Management/Coppell Advisory Solutions Llc | Dallas | TX | 01/2020 | 08/2021 |
| Impact Partnership Wealth, Llc | Marietta | GA | 08/2021 | Present |
1) 07/2017 - RIEDMILLER WEALTH MANAGEMENT (DBA FOR IA AND INSURANCE BUSINESS), OMAHA, NE. INVESTMENT RELATED. 80 HOURS PER MONTH/ 80 HOURS DURING TRADING HOURS. OWNER. INVESTMENT ADVISORY DBA, AND INSURANCE AND ANNUITY SALES AND EDUCATION 2)The Impact Partnership, LLC is an insurance marketing organization ("IMO"). NON-INVESTMENT REALTED. Activity: Commission (income) related to the recommendation or sale of life insurance or fixed indexed annuities. Nature of business for this OBA: acting in the capacity of an independent life insurance agent appointed by various insurance carriers to be their agent who can make recommendations or sale an insurance carrier's life insurance and/or fixed index annuities products. Office location: Omaha, NE. Life insurance agent start date for this OBA: 04/2017. 30 hours per month - with all 30 hours being during trading hours; duties(activity) - the recommendation or sale of life insurance and/or fixed indexed annuities products. 3)Co-Author of two (2) books, "The Road To Success" and "Performance 360"; Omaha, NE; 0 hrs/mo during trading hours; Contributed to a chapter in each book on general financial education.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-23 |
Reach out to this advisor