Best Investors
Account
Sign in
14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-08-18 |
| TX | RA | APPROVED | 2025-08-15 |
| NV | RA | APPROVED | 2023-04-03 |
| IA | RA | APPROVED | 2022-04-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Premier Investments Of Iowa, Inc. | Cedar Rapids | IA | 02/2016 | 04/2022 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2016 | 08/2018 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2016 | 08/2018 |
| Lpl Financial Llc | Cedar Rapids | IA | 08/2018 | 04/2022 |
| Cwm, Llc | Omaha | NE | 04/2022 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 04/2022 | 05/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 05/2025 |
| Carson Wealth | Cedar Rapids | IA | 04/2022 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 02/2016; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE; NAME OF OTHER BUSINESS: LAKESIDE PROPERTY MANAGEMENT, LLC; INVESTMENT RELATED: NO; ADDRESS: 7002 HIGH POINT LN, CEDAR RAPIDS, IA 52411; NATURE OF BUSINESS: REAL ESTATE RENTAL PROPERTY; START DATE: 05/2018; POSITION/TITLE/RELATIONSHIP: OWNER / PROPERTY MANAGER / LANDLORD; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: PROPERTY MANAGEMENT; NAME OF OTHER BUSINESS: SCHULTES FINANCIAL LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ENTITY FOR TAX AND ACCOUNTING PURPOSES START DATE: 09/2017; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: ENTITY FOR TAX AND ACCOUNTING PURPOSES; NAME OF OTHER BUSINESS: GALT WEALTH PARTNERS, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: USED FOR PAYROLL PURPOSES; START DATE: 04/2022; POSITION/TITLE/RELATIONSHIP: SR. WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32; BRIEF DESCRIPTION OF DUTIES: USED FOR PAYROLL PURPOSES; NAME OF OTHER BUSINESS: XAVIER CATHOLIC SCHOOLS BUILDING COMMITTEE; INVESTMENT RELATED: NO; ADDRESS: 735 PRAIRE DR NE, CEDAR RAPIDS, IA 52402; NATURE OF BUSINESS: BOARD; START DATE: 10/2022; POSITION/TITLE/RELATIONSHIP: BUILDING COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: PROVIDE INPUT IN REGARDS TO FINANCES OF THE POTENTIAL PROJECTS; NAME OF OTHER BUSINESS: MATTHEW 25; INVESTMENT RELATED: NO; ADDRESS: 201 3RD AVE SW CEDAR RAPIDS, IA 52404; NATURE OF BUSINESS: BOARD; START DATE: 03/2024; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: ATTEND BOARD MEETINGS, FURTHER ORGANIZATIONS MISSION, IMPROVE HEALTH IN COMMUNITIES WITH QUALITY HOUSING, FOOD AND EDUCATION;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-04 |
Reach out to this advisor