Best Investors
Account
Sign in
Best Investors
Account
Sign in
5800 Meadows Road Suite 230, Lake Oswego, OR 97035-8899 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-02-06 |
| WA | RA | APPROVED | 2025-02-06 |
Branch Locations
5800 Meadows Road Suite 230, Lake Oswego, OR 97035-8899 • United States
Gig Harbor, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Monea Investments, Llc | Tacoma | WA | 04/2013 | 07/2018 |
| Russell Investments | Seattle | WA | 07/2018 | 06/2020 |
| Wealthplan Investment Management Llc | Omaha | NE | 12/2021 | 01/2025 |
| Wealthplan Investment Management Llc Dba, Wealthplan Pacific Nw | Omaha | NE | 01/2022 | 01/2025 |
| Unemployed | Gig Harbor | WA | 06/2020 | 12/2021 |
| Cwc Advisors, Llc | Lake Oswego | OR | 01/2025 | Present |
Ogard Capital Market Research, LLC.; Investment-related; 3606 Fox Ct. Gig Harbor, WA 98335; Capital Markets Research; Owner; Researcher, ETF provider; 01/2025; 60 hours/month; 20 hours/month during securities trading hours; ETF management, stock research, and model creation. The WealthPlan Group/WealthPlan Compliance; Investment-related; 3606 Fox Ct. Gig Harbor, WA 98335; Advise retirement plan team and work with advisors on client messaging; Consultant effective; 11/2024; 5 hours/month. 0 during securities trading hours; communications role for client meetings on investment content.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-08-20 |
Reach out to this advisor