Best Investors
Account
Sign in
Best Investors
Account
Sign in
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-06-13 |
| IA | RA | APPROVED | 2023-06-12 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
160 South 68Th St Ste 1205, West Des Moines, IA 50266 • 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 |
|---|---|---|---|---|
| Bankers Life | West Des Moines | IA | 01/2009 | Present |
| Bankers Life Securities | West Des Moines | IA | 03/2019 | Present |
| Bankers Life Advisory Services | Des Moines | IA | 06/2023 | Present |
BANKERS LIFE & CASUALTY POSITION: Unit Field Trainer NATURE: Insurance sales? INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 100 START DATE: 01/09/2009 ADDRESS: 160 S 68th St Ste 1205, West Des Moines IA 50266, United States DESCRIPTION: Recruit and train insurance agents. I am also appointed with KFA through BLC which allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC. JSG PROPERTIES LLC POSITION: PRESIDENT NATURE: RENTAL/FLIP PROPERTIES INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/04/2017 ADDRESS: 14903 HORTON AVE, URBANDALE IA 50323, United States DESCRIPTION: OWNER OF LLC JENNY GREENLEAF LLC POSITION: PRESIDENT NATURE: CURRENTLY NOT USING INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/07/2025 ADDRESS: 14903 HORTON AVE, URBANDALE IA 50323, United States DESCRIPTION: OWNER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-12 |
Reach out to this advisor