Best Investors
Account
Sign in
Best Investors
Account
Sign in
18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2021-07-29 |
| WY | RA | APPROVED | 2021-04-26 |
| CO | RA | APPROVED | 2018-12-19 |
Branch Locations
18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States
2580 E. Harmony Road Suite 201, Fort Collins, CO 80528 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Westwood Financial Solutions, Llc Dba Decision 1 Financial | Windsor | CO | 05/2008 | Present |
| Iams Wealth Management, Llc | Elkhorn | NE | 09/2018 | Present |
| A.C.E.S. | Windsor | CO | 01/2024 | Present |
Independent Insurance Agent (Investment Related) and Mortgage Loan Originator (not investment related) - Managing Member of Westwood Financial Solutions, LLC dba Decision 1 Financial, Windsor, CO, an operating company, life insurance, annuities, and mortgage brokerage business, since 05/2008, spends approximately 80hrs/month, 35 of which are during securities trading hours on these other business activities. Outsourced estate planning services through Legacy Lock, 07/2023, 10 hours/month with approx. 5 hours/month during securities trading hours. Consulting Services for Financial Professionals (non-investment related), A.C.E.S. Advisor Consulting & Education, Windsor, CO, 01/2024, Consultant, spends approx. 10 hrs/month, 5 of which are during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-04 |
Reach out to this advisor