Best Investors
Account
Sign in
8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-09-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sequent Planning, Llc | Omaha | NE | 01/2019 | Present |
| Bank Of The West | Omaha | NE | 02/2017 | 01/2019 |
| Aerotek | Omaha | NE | 07/2016 | 02/2017 |
| Farm Bureau Financial Services | Omaha | NE | 02/2016 | 02/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-13 |
Reach out to this advisor