Best Investors
Account
Sign in
Best Investors
Account
Sign in
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-10 |
| KS | RA | APPROVED | 2025-10-09 |
Branch Locations
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
1026 Westdale Rd, Lawrence, KS 66049 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Capital Concierge | Lawrence | KS | 04/2023 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2023 | 10/2025 |
| Kansas State University - Athletic Department | Manhattan | KS | 08/2018 | 04/2022 |
| Blue River Traders | Manhattan | KS | 04/2022 | 05/2023 |
| Cambridge Investment Research Inc. | Fairfield | IA | 04/2023 | 10/2025 |
| Cheney Public Schooling | Cheney | KS | 08/2005 | 05/2018 |
| Kansas State University | Manhattan | KS | 08/2018 | 12/2022 |
| Creativeone Wealth, Llc | Overland Park | KS | 10/2025 | Present |
1) CreativeOne; investment related; 6330 Sprint Parkway Suite 400 Overland Park, KS 66211; Life Insurance, Fixed Annuities.; Insurance Agent; 01/2024; 5 hrs/mo; 5 hrs/mo; Find insurance/annuities that fits a clients needs and help them acquire that product. 2.) The Capital Concierge; investment related; 1026 Westdale Rd Lawrence, KS 66049; Investment management, fixed annuities, life insurance; Financial Advisor; 05/2023; 160 hrs/mo; 160 hrs/mo; Investment proposals, customer service, life insurance applications, office maintenance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-07 |
Reach out to this advisor