Best Investors
Account
Sign in
Best Investors
Account
Sign in
1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-06 |
| NE | RA | APPROVED | 2020-08-26 |
Branch Locations
Financial Plaza 9140 West Dodge Road, Ste 418, Omaha, NE 68114 • United States
1125 N.W. Couch St., Ste. 900, Portland, OR 97209 • 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 |
|---|---|---|---|---|
| Scheels All Sports | Omaha | NE | 10/2007 | 01/2019 |
| Holmes And Munyon, Pc | Omaha | NE | 02/2019 | 08/2019 |
| Swartzbaugh Farber | Omaha | NE | 09/2019 | Present |
1) Swartzbaugh Farber & Associates, Inc.; 9140 West Dodge Road, Suite 418, Omaha, NE 68114; 09/03/2019; Retirement Plan Administrator; Prospect for retirement plans, Maintain and review current plans, Wealth management for individual clients; Investment Related; 150 hours/month; 150 hours/month during business hours; Wages/Salary.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-09 |
Reach out to this advisor