Best Investors
Account
Sign in
960 6Th Street Suite 1, Jesup, IA 50648 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-04-10 |
| IA | RA | APPROVED | 2018-10-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Investments | Waterloo | IA | 09/2013 | 08/2017 |
| Sii | Rochester | MN | 08/2017 | 10/2018 |
| Innovative Wealth Management, Llc | Jesup | IA | 07/2017 | Present |
| Innovative Wealth Management, Llc | Jesup | IA | 09/2018 | Present |
| Innovative Wealth Management, Llc | Jesup | IA | 09/2018 | 01/2026 |
Rental property owner, MZK Rentals, LLC 1024 2nd Street Jesup, IA 50648, start 8/1/16, approx 2 hrs mo, 0 hrs trading............ Board of Directors Member, Heartland Technology 541 Young Street Jesup, IA 50648, Board Secretary/Treasurer, start 4/1/15, approx 4 hrs mo, 0 hrs trading....... Tax Preparation: Innovative Tax Services, LLC 960 6th Street Suite 1 Jesup, IA 50648, owner / director - Marketing and guidance, Tax planning/preparation, bookkeeping, payroll services , 7/1/2018, approx 20 hrs mo, 0 trading hrs. Public Accounting Firm: Innovative Consultants, LLC 960 6th Street Suite 1 Jesup, IA 50648, owner / director - Marketing and guidance, 7/1/2018, approx 1 hrs mo, 0 trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-15 |
Reach out to this advisor