Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-02 |
| IA | RA | APPROVED | 2023-06-29 |
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 |
|---|---|---|---|---|
| Bobb Stock Farms | Wever | IA | 01/2001 | Present |
| Voya Financial Advisors | Fort Madison | IA | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF ENTITY:Bobb Stock Farms; No; 1380 303 AVE; WEVER; IA; 52658; Farming; Owner; 1/1/2001; 40; 40; Grow and sell produce and lease cows to another family farm. 2. NAME OF ENTITY:Homestead Financial Ltd.; No; 1380 303RD; WEVER; IA; 52658; Financial Services / DBA; Owner; 7/1/2014; 160; 160; Sale of fixed insurance, securities, and investment products. 3. NAME OF ENTITY: Independent Insurance Agent; Yes; 1035 AVE H #2; FORTMADISON; IA; 52627; Fixed Insurance Sales; Independent Insurance Agent; 10/21/2009; 160; 160; Sales of Fixed Insurance Products 4. NAME OF ENTITY:Homestead Financial Services; Yes; 1035 AVE H #2; FORTMADISON; IA; 52627; Sales; Sales/Service; 10/1/2009; 160; 160; Sales/service investments, insurance 5. NAME OF OTHER BUSINESS: NOTARY; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: NOTARY; START DATE: 01/01/2001; POSITION/TITLE/RELATIONSHIP: NOTARY; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: NOTERIZE DOCUMENTS FOR CLIENTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-12 |
Reach out to this advisor