Best Investors
Account
Sign in
5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-15 |
| IA | RA | APPROVED | 2021-11-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Company, Llc | Lincoln | NE | 04/2000 | Present |
| Hawkeye Brokerage Center, Inc | Iowa City | IA | 12/1989 | Present |
| Midwest Financial Solutions Llc | Iowa City | IA | 12/1989 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 01/2015 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * LD INVESTMENTS INC; SAME AS RESIDENCE; NON-INV REL; RENTAL REAL ESTATE; OWNER; START DATE=12/1989; HRS/MO=5; TRADING HRS/MO=0; LANDLORD * HAWKEYE BROKERAGE CENTER; SAME AS BRANCH; INV REL; INSURANCE RELATED ACTIVITIES; OWNER/AGENT; START DATE=12/1989; HRS/MO=160; TRADING HRS/MO=100; MANAGING DAY-DAY ACTIVITIES, INCLUDING MEETING WITH CLIENTS & SOLVING THEIR NEEDS * MIDWEST FINANCIAL SOLUTIONS LLC; SAME AS BRANCH; INV REL; INSURANCE AGENCY; GENERAL AGENT/OWNER OF AGENCY; START DATE=12/1989; HRS/MO=50; TRADING HRS/MO=50; RECRUIT NEW AGENTS, HELP AGENTS IN AGENCY WITH PRODUCT INFORMATION, BUSINESS PLAN * PARKVIEW APARTMENTS LLC; SAME AS RESIDENCE; NON-INV REL; RENTAL PROPERTIES; OWNER; START DATE=09/2011; HRS/MO=5; TRADING HRS/MO=0; MANAGING BUILDINGS/PROPERTIES * LYNN DEAN INVESTMENTS LLC; 109 1ST ST KALONA IA; NON/INV REL; SINGLE MEMBER LLC REAL ESTATE HOLDING; START DATE=12/2016; HRS/MO=10; TRADING HRS/MO=0; COMMERCIAL RENTAL PROPERTY * MYPS-LLC; same as branch; non-inv rel; rental property; Owner; start date=12/2008; hrs/mo=5; trading hrs/mo=0; owner/investor * Miller Learning Center; sames as branch; non-inv rel; educational classes; Owner; start date=05/1994; hrs/mo=35; trading hrs/mo=0; teaching the fundamentals of retirement planning * RiverCrossing LLC; same as branch; non-inv rel; land; Owner; start date=7/2010; hrs/mo=0; trading hrs/mo=0; no duties * Camden Investments, LLC; same as branch; non-inv rel; second home; Owner; start date=06/2001; hrs/mo=0; trading hrs/mo=0; LLC owns second home * Keokuk Investments, LLC; same as branch; non-inv rel; rental property; Owner; start date=04/1998; hrs/mo=0; trading hrs/mo=0; LLC owns my office building * Ridge Street Properties, LLC; same as branch; non-inv rel; rental property; Owner; start date=10/2004; hrs/mo=5; trading hrs/mo=0; owner * M Miller Properties, LLC; same as branch; non-inv rel; rental property; Owner; start date=08/2010; hrs/mo=0; trading hrs/mo=0; owner * Kalona Golf Club, Inc; non inv rel; same as branch; Golf course; President; start date=01/2023; hrs/mo=2; trading hrs/mo=0; Attend monthly board meetings to discuss various topics as it relates to the management & daily operations of the golf course * Midwest Elite Sports Management, LLC; same as branch; non-inv rel; meeting with student athletes to help them navigate the challenges of trying to make it to the next level; Owner; start date=10/2025; hrs/mo=0; trading hrs/mo=0; I will not have day-to-day tasks associated with this company
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-12 |
Reach out to this advisor