Best Investors
Account
Sign in
Best Investors
Account
Sign in
101 South 108Th Avenue, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2020-01-08 |
Branch Locations
101 South 108Th Avenue, Omaha, NE 68154 • United States
8778 Wolff Court Suite 200, Westminster, CO 80031 • United States
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 |
|---|---|---|---|---|
| Country Financial | Boulder | CO | 11/2008 | 05/2017 |
| National Planning Corporation | Louisville | CO | 08/2017 | 10/2017 |
| Securities America, Inc. | Westminster | CO | 12/2017 | 06/2024 |
| Wealthplan Partners, Inc | Omaha | NE | 01/2018 | Present |
| Wealthplan Partners, Llc | Omaha | NE | 01/2020 | Present |
| Osaic Wealth, Inc. | Westminster | CO | 06/2024 | Present |
Wealth Plan Partners - DBA JASON M POTT FINANCIAL SERVICES INC POSITION: owner NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 30 START DATE: 02/01/2017 ADDRESS: 8778 Wolff suite 200, Westminster CO 80031 DESCRIPTION: Insurance brokerage selling life insurance auto, home and commercial 63 DEERTRAIL DRIVE POSITION: owner NATURE: second home that occasionally gets rented nightly INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2022 ADDRESS: 63 deertrail drive, granby CO 80446, United States DESCRIPTION: Personal use and air b and b it when not being used
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-12 |
Reach out to this advisor