Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2023-08-10 |
| TX | RA | APPROVED_RES | 2023-08-10 |
Branch Locations
711 2Nd Ave Se Ste 200, Cedar Rapids, IA 52401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services, Inc | St Paul | MN | 01/2011 | 08/2023 |
| Minnesota Life Ins Co | St Paul | MN | 01/2011 | 08/2023 |
| Securian Advisors Midamerica Inc | Hiawatha | IA | 01/2011 | Present |
| Cetera Wealth Services, Llc | Cedar Rapids | IA | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
| Guide Wealth Partners | Cedar Rapids | IA | 01/2024 | Present |
1. SAMA FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2019 ADDRESS: , Hiawatha IA , United States DESCRIPTION: Agent/Broker 2. OLD MISSION POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 4 START DATE: 06/03/2020 ADDRESS: 315 Andover Ln SE, Cedar Rapids IA 52403, United States DESCRIPTION: Purchase and renovation of an office building in which SAMA will be a tenant on the second floor and a different business will be on the first floor. 3. NAME OF OTHER BUSINESS: CEDAR RAPIDS METRO ECONOMIC ALLIANCE; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: BOARD; START DATE: 1/2022; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PROVIDE IDEAS AND FEEDBACK ON COMMUNITY INITIATIVES TO THE CEDAR RAPIDS METRO ECONOMIC ALLIANCE; 4. NAME OF OTHER BUSINESS: GUIDE WEALTH PARTNERS, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 01/2024, POSITION/TITLE/RELATIONSHIP: PARTNER/CEO, APX NUMBER OF HOURS PER WEEK: 45, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-15 |
Reach out to this advisor