Best Investors
Account
Sign in
Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2007-01-19 |
| NE | RA | APPROVED | 2006-04-17 |
Branch Locations
14301 Fnb Pkwy Ste 304, Omaha, NE 68154 • United States
Waterloo, NE • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Lincoln | NE | 02/2006 | 03/2020 |
| Ameriprise Financial Services, Llc | Omaha | NE | 03/2020 | Present |
Business Ownership; Stewart Capital, L.L.C.; Owner; Business Management; 4701 South 252nd Street, , Waterloo, NE, 68069; Not Investment-Related; 06/24/2015; 1 to 9 hours per month; 0 during trading hours / Momentum Partners, LLC; Member; Manage Ameriprise Business; 11819 Miracle Hills Drive, Suite 101, omaha, NE, 68154; Investment-Related; 08/09/2022; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Momentum Partners, LLC; member; Manage advisory business; 11819 Miracle Hills Drive, , omaha, NE, 68154; Investment-Related; 04/16/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-04 |
Reach out to this advisor