Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-03-21 |
| TX | RA | APPROVED | 2024-03-21 |
Branch Locations
813 Main St, Delta, CO 81416 • United States
811 Main St, Delta, CO 81416 • United States
Delta, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2008 | 05/2020 |
| Renae Coffman Wealth Management Group, Llc | Delta | CO | 05/2020 | Present |
| L&C Center | Delta | CO | 01/2017 | Present |
| Cetera Advisors Llc | Denver | CO | 05/2020 | Present |
| Rcwmg Rental, Llc | Delta | CO | 05/2020 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
| Meant To Be, Llc | Maricopa | AZ | 04/2026 | Present |
(1) NAME OF OTHER BUSINESS: RENAE COFFMAN WEALTH MANAGEMENT GROUP,LLC INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 05/2020; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; (2) N/A, NOT INVESTMENT RELATED, 192 TZ TRAIL, GRAND JUNCTION, CO, 81503, FARM/HORSE TRAINING, STARTED 06/2014, POSITION/TITLE/RELATIONSHIP: TRAINER, APX 3 HOURS PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: SELLS PIGS, TRAINS AND SELLS PERFORMANCE HORSES. (3) L&C CENTER, NOT INVESTMENT RELATED, 811 & 813 MAIN ST, DELTA, CA, 81416, REAL ESTATE, STARTED 01/2017, POSITION/TITLE/RELATIONSHIP: PARTNER, LESS THAN ONE HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: COLLECTS RENT ON OWNED OFFICE BUILDING. (4) NAME OF OTHER BUSINESS: RCWMG RENTAL, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REAL ESTATE; START DATE: 1/2023; POSITION/TITLE/RELATIONSHIP: OWNER/PROPERTY MANAGER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: PROPERTY USED FOR RENAE COFFMAN WEALTH MANAGEMENT GROUP & SMALL APARTMENT RENTAL; (5) NAME OF OTHER BUSINESS: N/A ; INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: PUBLIC NOTARY ; START DATE: 06/2020 ; POSITION/TITLE/RELATIONSHIP: NOTARY ; APX NUMBER OF HOURS PER WEEK: 2/ YEAR APX NUMBER OF HOURS DURING TRADING HOURS: 2/ YEAR BRIEF DESCRIPTION OF DUTIES: NOTARIZE DOCUMENTS ; (6) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 3/1/2002; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 7) NAME OF OTHER BUSINESS: MEANT TO BE, LLC; INVESTMENT RELATED: NO; ADDRESS: 16280 N RALSTON RD, MARICOPA, AZ 85139; NATURE OF BUSINESS: RESIDENTIAL HORSE PROPERTY; START DATE: 4/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: OWN AND MANAGE;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-15 |
Reach out to this advisor