Best Investors
Account
Sign in
Best Investors
Account
Sign in
130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-01-28 |
| FL | RA | APPROVED | 2026-01-07 |
| MD | RA | APPROVED | 2025-01-03 |
| SD | RA | APPROVED | 2024-09-11 |
| LA | RA | APPROVED | 2023-09-07 |
| OH | RA | APPROVED | 2022-11-04 |
| AR | RA | APPROVED | 2022-01-12 |
| NC | RA | APPROVED | 2022-01-12 |
| TX | RA | APPROVED | 2022-01-12 |
| UT | RA | APPROVED | 2022-01-12 |
| GA | RA | APPROVED | 2022-01-04 |
| AL | RA | APPROVED | 2019-05-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Animal Care Center | Dadeville | AL | 05/2008 | 05/2017 |
| Smith-Kastner Wealth Management | Opelika | AL | 05/2017 | 05/2018 |
| Smith-Kastner Wealth Management | Opelika | AL | 05/2018 | Present |
1) Nathan Mitchell Independent Contractor, Rental Property Management, Property Manager, Rental property management, corporate accounting, and other basic operations for a family owned business. I hold no ownership in the family owned business, started 6/1/2019, not investment related, 1-5 hours per month, compensation is 7% of gross rental revenue/// 2) Opelika, AL; Qualified intermediary for real estate related section 1031 exchanges; not investment related; charge a flat fee for 1031 Qualified Intermediary services./// 3) Tax Preparer; Smith-Kastner Wealth Management; 1800 Airport Road, Opelika, AL 36801; NOT Investment Related; Start Date 3/1/2022; Approximately 6-10 hrs. per month; Compensated by Smith-Kastner Wealth Management./// 4) Smith-Kastner Wealth Management, LLC; 1800 Airport Road, Opelika, AL 36801; Financial Advisor; Provide financial advice and products to clients; YES Investment Related; Start Date 06/01/2018; Approximately 40+ hrs. per month; Salary./// 5) Opelika Chamber Foundation ; 601 Avenue A, Opelika AL 36801; Board Member; Oversee and council the staff, the Board of Directors for the Opelika Chamber and a new workforce development initiative; NOT Investment Related; Start Date 07/17/2023; Approximately 1-5 hrs. per month; I will not be compensated./// 6)Kiwanis Club of Opelika; Opelika, AL; Board Member; start 09/2023; non-profit; help guide and make decision for the betterment of the club to greater serve the community through various campaigns; not investment related; no compensation./// 7) Smith-Kastner Property Management, LLC; 1800 Airport Road, Opelika AL 36801; Owns rental property; Member; Smith-Kastner Property Management owns one office building that it leases; NOT Investment Related; Start Date 01/01/2026; YES Financial Interest, receives a percentage of net rental income in accordance with my ownership; Approximately 1-5 hrs. per month; YES client, have accounts with Valmark Advisers and Valmark Securities. Smith-Kastner Property Management itself, does not; Will receive a percentage of net rental income each month in accordance with my ownership percentage.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-10 |
Reach out to this advisor