Best Investors
Account
Sign in
Best Investors
Account
Sign in
3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2020-05-09 |
Branch Locations
1820 Nw 118Th St Ste 210, Clive, IA 50325 • United States
600 Grant Street Ste 304, Denver, CO 80203 • United States
Clear Lake, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual | West Des Moines | IA | 05/2019 | 02/2020 |
| Unemployed | Wayne | NE | 08/2018 | 05/2019 |
| Pharmacist Mutual Insurance Company | Algona | IA | 04/2018 | 08/2018 |
| Unemployed | Algona | IA | 03/2010 | 04/2018 |
| Mutual Of Omaha Investor Services | Clive | IA | 03/2020 | Present |
| Mutual Of Omaha Insurance Company | Clive | IA | 03/2020 | Present |
Insurance Agent; Start Date: 03/2021; non-investment Related; Insurance lines of business: Life, Health, and Annuity; Approximately 10 hours per week during trading hours. TerHark Financial Services LLC; Start Date: 03/2021. YES. 1820 NW 118th St Suite 210 Clive, IA. For Business Tax Reporting Mutual of Omaha Mortgage Lead Incentive Program; not investment related. Less than 1/hour per week. Submit qualified forward/reverse mortgage leads to Mutual of Omaha Mortgage when a customer indicates a potential need for these services
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-08-24 |
| S65 | Uniform Investment Adviser Law Examination | 2020-05-09 |
Reach out to this advisor