Best Investors
Account
Sign in
Best Investors
Account
Sign in
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2016-09-26 |
Branch Locations
16100 Chesterfield Parkway West Suite 150, Chesterfield, MO 63017-4872 • United States
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Delta Investment Services | Chesterfield | MO | 11/1989 | 09/2016 |
| Vsr Financial Services Inc | Overland Park | KS | 06/2004 | 09/2016 |
| Vsr Advisory Services | Overland Park | KS | 08/2007 | 09/2016 |
| Summit Brokerage Services, Inc. | Chesterfield | MO | 09/2016 | 09/2016 |
| Summit Financial Group Inc | Chesterfield | MO | 09/2016 | 09/2016 |
| Berthel Fisher & Company Financial Services, Inc. | Chesterfield | MO | 09/2016 | Present |
| Berthel Fisher & Company Planning, Inc. | Chesterfield | MO | 09/2016 | Present |
1.Jody Weis -N-16100 Chesterfield Pkwy West, Ste 150, Chesterfield, MO-Insurance-Insurance Rep-01/01/1990-8-8-Insurance Sales. 2. Delta Investment Services-y-16100 Chesterfield Pkwy West, Ste 150, Chesterfield, MO -DBA-Financial Advisor-11/1989-120-120-Sales & Service of security and insurance products. 3. Jan R Hardcastle Family Limited Partnership-N-741 Lakeshore Meadows Dr., Wildwood, MO 63038-Limited Partnership-General Partner-4/21/2015-<1-<1-Partnership to protect mother's assets. Rep manages assets on her mother's behalf, makes investment decisions to buy and sell assets 4.Jody Weis, Independent Consultant-N-Chesterfield, MO-skincare products-Consultant-01/2007-1-0-Independent Consultant for skincare products. 5. Hardcastle Wealth Management-Y- Chesterfield, MO-Domain Name-Secretary-11/2021-0-0-Domain Name. 6. Robert B. Hardcastle Family Limited Partnership- Y- Chesterfield, MO- Limited Partnership- General Partner- 1- 1- 01/2023- Making investment decisions on behalf of the partnership. 7. JODSCO LLC- N- Wildwood, MO- LLC for estate planning purposes- Registered Agent- 1- 0- 12/2023- Transferring rental properties to LLC for estate planning.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 1990-08-08 |
Reach out to this advisor