Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-04-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Indiana University | Gary | IN | 06/2015 | 08/2019 |
| Unemployed | Schererville | IN | 08/2019 | 09/2019 |
| American United Life | Merrillville | IN | 09/2019 | 04/2025 |
| Oneamerica Securities | Merrillville | IN | 12/2019 | 04/2025 |
| Lowden Financial Partners | Merrillville | IN | 04/2025 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 04/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 04/2025 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 9/2019 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: FRANCISCAN HEALTH FOUNDATION INVESTMENT RELATED: NO ADDRESS: 3510 PARK PLACE WEST, MISHAWAKA, IN 46565 NATURE OF BUSINESS: BOARD FIDUCIARY POSITIONS START DATE: 04/2024 POSITION/TITLE/RELATIONSHIP: VICE CHAIRMAN OF THE BOARD OF DIRECTORS APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS DURING TRADING HOURS: 3 BRIEF DESCRIPTION OF DUTIES: FUNDRAISING AND GOVERNANCE 3. NAME OF OTHER BUSINESS: SCHERERVILLE CIVIC FUNDS, INC. INVESTMENT RELATED: NO ADDRESS: P.O. BOX 5, SCHERERVILLE, IN 46375 NATURE OF BUSINESS: BOARD FIDUCIARY POSITIONS START DATE: 03/2024 POSITION/TITLE/RELATIONSHIP: BOARD OF DIRECTOR APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: ATTEND MONTHLY MEETINGS, AND TWO WEEKS OUT OF THE YEAR, WORK OUR PHONE SYSTEM. IF WE HAVE SOMEONE IN NEED, I WILL START THEIR INTAKE AND GET THEM PROCESSED FOR APPROVAL OF RESOURCES. 4. NAME OF OTHER BUSINESS: NOTARY INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: NOTARY SERVICES START DATE: 03/2022 POSITION/TITLE/RELATIONSHIP: NOTARY PUBLIC APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: PROVIDE NOTARY SERVICES FOR THE CONVENIENCE OF OUR CLIENTS AND PROFESSIONALS 5. NAME OF OTHER BUSINESS: LOWDEN FINANCIAL PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 04/2025 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 55 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: PROVIDING LOGISTICAL, MARKETING, ADMINISTRATIVE, AND PLANNING SUPPORT FOR REPS AND OFFER FINANCIAL SERVICES; 6. NAME OF OTHER BUSINESS: LOWDEN INSURANCE SERVICES INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 4/29/2025, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL (OR OWNER/PARTNER), APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-11-02 |
| S65 | Uniform Investment Adviser Law Examination | 2019-12-11 |
Reach out to this advisor