Best Investors
Account
Sign in
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2014-08-11 |
Branch Locations
Three City Dr Suite 590, Creve Coeur, MO 63141 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Creve Coeur | MO | 12/2010 | 06/2018 |
| Rfg Advisory Group, Llc | Birmingham | AL | 08/2014 | Present |
1. 12/09/2010 - No Business Name - Non-Variable Insurance - INV REL - At Reported Business Locations - life, fixed annuity, universal life - 20% TIME SPENT 2. 12/09/2010 - Klusmeyer Enterprises, LLC - Business Entity For Tax/Investment Purposes Only - IVN REL - At Reported Business Locations - The LLC manages my financial services business as revenues from both securites and life ins flow through the LLC for tax purposes 3. Educator Retirement Solutions - INV REL - Start 07/01/2016 - 3 City Place Drive, Suite 590 Creve Coeur, MO 63141 - I am the owner. No other employees. I teach Missouri public school educators about their pension system (Public School Retirement System of Missouri and Public Educator Employee Retirement System of Missouri) and monthly pension options within their defined benefit plan. I share office space with the securities business. - 70 Hr/Mo; 3 During Secs Trdg Hrs
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-28 |
Reach out to this advisor