Best Investors
Account
Sign in
Best Investors
Account
Sign in
711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-08 |
| NE | RA | APPROVED | 2011-07-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Lincoln | NE | 06/2010 | Present |
| Capstone Financial Partners | Lincoln | NE | 03/2015 | 12/2018 |
| Midlands Financial | Lincoln | NE | 12/2018 | 01/2025 |
| Principal Securities, Inc. | Lincoln | NE | 03/2016 | Present |
| Arkway Wealth | Lincoln | NE | 01/2025 | Present |
**OUTSIDE INSURANCE, SELLING LTC, DISABILITY, TERM INSURANCE, HEALTH INSURANCE, GROUP PRODUCTS AND OTHER TRADITIONAL INSURANCE PRODUCTS THROUGH VARIOUS CARRIERS, 11/17/11. **PRO 13:11 WEALTH, LLC POSITION: Partner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 1128 Lincoln Mall, Suite 200, Lincoln NE 68508, United States DESCRIPTION: We established this LLC as a pass-through entity. Currently we (Scot Blehm, Mark Kamerzell, LeaAnn Moore) are all Principal DD713 agents operating and recognized as a team utilizing the Principal-approved teaming structure and grid. We use the LLC to pay overhead and staff expenses. We each contribute an amount each month that covers our portion of these ongoing business expenses. **TEAMMATES MENTORING PROGRAM POSITION: Mentor NATURE: Youth Mentor INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 10/01/2024 ADDRESS: Local High School TBD, Lincoln NE 68508, United States DESCRIPTION: Teammates Mentoring Program mission: To positively impact the world by inspiring students to reach their full potential through mentoring. Mentees attend local high schools in Lincoln, NE. **ARKWAY WEALTH (DBA) POSITION: Financial Advisor NATURE: Life Insurance/Annuities, Group/Health Insurance, Mutual Funds/Securities/VA/VL INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/24/2025 ADDRESS: 1128 Lincoln Mall, Suite 200, Lincoln NE 68508, United States DESCRIPTION: DBA marketing name.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-26 |
Reach out to this advisor