Best Investors
Account
Sign in
Longmont, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-21 |
| TX | RA | APPROVED_RES | 2016-10-11 |
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 |
|---|---|---|---|---|
| Guerin Fin'L Svs. | Denver | CO | 11/1994 | 01/2017 |
| Wager Wealth Management And Financial Planning, Llc | Denver | CO | 10/2016 | Present |
1. NIWOT YOUTH SPORTS FIELD AND SOFTBALL, DIRECTOR. PO BOX 125 NIWOT, CO 80544. NOT FOR PROFIT. NOT INVESTMENT RELATED. TIME SPENT= LESS THAN 10% EACH MONTH DURING OFF-SEASON; 40% OF TIME DURING SEASON . 2. SVVSD- SCHS HIGH SCHOOL, SOFTBALL COACH. 4901 NELSON ROAD LONGMONT, CO 80503. NOT INVESTMENT RELATED. TIME SPENT= LESS THAN 5% EACH MONTH DURING OFF-SEASON; 40% OF TIME DURING SEASON. 3. NIWOT YOUTH SPORTS, TREASURER, PO BOX 125 NIWOT, CO 80544. NOT FOR PROFIT. NOT INVESTMENT RELATED. TIME SPENT= LESS THAN 10% EACH MONTH. NO COMPENSATION.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-01-26 |
Reach out to this advisor