Best Investors
Account
Sign in
Lincoln, NE • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-07-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spectrum | Lincoln | NE | 06/2020 | 12/2020 |
| Costco | Lincoln | NE | 06/2019 | 03/2020 |
| Parkers Smokehouse | Lincoln | NE | 07/2017 | 05/2018 |
| Hy-Vee | Lincoln | NE | 06/2015 | 12/2018 |
| Student | Lincoln | NE | 12/2018 | 06/2019 |
| Plan A Wealth, Llc | Lincoln | NE | 03/2021 | 07/2024 |
| Yellow Finch, Llc Dba 402 Financial, Llc | Lincoln | NE | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-06 |
Reach out to this advisor