Best Investors
Account
Sign in
5400 University Avenue, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-10-04 |
| IL | RA | APPROVED | 2021-04-15 |
| AZ | RA | APPROVED | 2020-04-10 |
| ID | RA | APPROVED | 2020-04-09 |
Branch Locations
5400 University Ave, West Des Moines, IA 50266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance Co | Horsham | PA | 11/2015 | 12/2016 |
| Hornor Townsend & Kent, Inc | Horsham | PA | 01/2016 | 01/2017 |
| Cambridge Financial | Chandler | AZ | 11/2015 | 12/2016 |
| Waddell & Reed, Inc | Scottsdale | AZ | 01/2017 | 01/2018 |
| Various Insurance Carriers For W&R Insurance Agencies | Phoenix | AZ | 01/2017 | 01/2018 |
| Unemployed | Mesa | AZ | 01/2018 | 06/2018 |
| Impact Technology Recruiting | Phoenix | AZ | 06/2018 | 06/2019 |
| Paradox Holdings | Scottsdale | AZ | 06/2019 | 01/2021 |
| Fbl Financial Group | West Des Moines | IA | 01/2021 | Present |
| Fbl Marketing Services, Llc | West Des Moines | IA | 12/2019 | Present |
1) FARM BUREAU LIFE; FARM BUREAU PROPERTY AND CASUALTY AND THEIR AFFILIATES; NOT INVESTMENT RELATED; 5400 UNIVERSITY AVE, WEST DES MOINES, IA; INSURANCE AGENT since 01-01-2021; FULL-TIME SELLING INSURANCE; Both Life and P/C companies have a relationship with the state Farm Bureau organization in each state where they do business. 2) FBL WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; 5400 UNIVERSITY AVE, WEST DES MOINES IA 50266; INVESTMENT ADVISORY AND FINANCIAL PLANNING; INVESTMENT ADVISER REPRESENTATIVE; DATE OF FBLWM RELEASE LETTER, UNTIL FURTHER NOTICE; Varied HOURS PER MONTH; Varied HOURS DEVOTED PER MONTH DURING TRADING HOURS; PROVIDE INVESTMENT ADVISORY AND FINANCIAL PLANNING SERVICES TO CUSTOMERS; FEE BASED, HOURLY RATE. 3) Contour Scottsdale LLC; Not investment related; 10802 N Scottsdale Rd STE 10 Scottsdale AZ 85254; Owner; 4/15/2022; 4 Hrs/MO; Hrs during trading; Manage Finances
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-11 |
Reach out to this advisor