Best Investors
Account
Sign in
Best Investors
Account
Sign in
408 W Hwy 30, Carroll, IA 51401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2020-09-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robinson Ruhnke Pc | Carroll | IA | 12/2015 | 06/2018 |
| West Place Properties, Llc | Carroll | IA | 01/2003 | Present |
| Honkamp Krueger Financial Services, Inc. | Carroll | IA | 10/2016 | 09/2018 |
| Greteman Cpa, P.C. | Carroll | IA | 07/2018 | Present |
| Greteman Capital Management Llc | Carroll | IA | 09/2020 | Present |
1) WEST PLACE PROPERTIES, LLC. PARTNER. 1/2003 TO PRESENT. PO BOX 343, CARROLL, IA 51401. OWNERSHIP OF ONE OFFICE BUILDING AS A RENTAL. 1 HR/MONTH SPENT ON THIS ACTIVITY, NONE DURING SECURITIES TRADING HOURS. NOT INVESTMENT RELATED. 2) GRETEMAN CPA, P.C. PARTNER. 7/2018 TO PRESENT. NOT INVESTMENT RELATED. PO BOX 343, CARROLL, IA 51401. DUTIES INCLUDE PROVIDING TAX PREPARATION, TAX PLANNING, FINANCIAL STATEMENT PREPARATION AND BUSINESS VALUATIONS. APPROXIMATELY 100 HRS/MONTH SPENT ON THIS ACTIVITY, ALL DURING SECURITIES TRADING HOURS, WITH MORE HOURS SPENT ON THIS ACTIVITY DURING TAX SEASON.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-26 |
Reach out to this advisor