Best Investors
Account
Sign in
5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-09-30 |
Branch Locations
One Mid America Plaza Suite 500, Oakbrook Terrace, IL 60181 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Harris Financial Advisors, Inc. | Buffalo Grove | IL | 04/2016 | 01/2017 |
| Mowery & Schoenfeld Wealth Management, Llc | Lincolnshire | IL | 01/2017 | 03/2022 |
| Savant Wealth Management | Rockford | IL | 03/2022 | 09/2022 |
| Mariner Wealth Advisors | Oakbrook Terrace | IL | 09/2022 | Present |
Farmington Bath and Tennis Club; Not investment related, Chicago, IL, Summer tennis and swim club for members, Elected Treasurer, Start Date: 4/1/2023, 6 hours per month, 0 hours during trading hours, manage memberships and maintain books and records.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-05-07 |
Reach out to this advisor