Best Investors
Account
Sign in
711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-12-10 |
Branch Locations
11101 Switzer Rd Ste 100, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Ins Agencies Inc | Overland Park | KS | 06/2015 | 10/2024 |
| Allstate Financial Services Llc | Overland Park | KS | 12/2022 | 10/2024 |
| Principal Life Insurance Company | Overland Park | KS | 10/2024 | Present |
| Principal Securities, Inc. | Overland Park | KS | 10/2024 | Present |
**44 FINANCIAL LLC POSITION: OWNER NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2025 ADDRESS: 8905 ENSLEY LANE, LEAWOOD KS 66206, United States DESCRIPTION: I created 44 Financial LLC for my own individual tax purposes for revenue from my business at Principal. I am the sole owner. This is not public-facing or a DBA. **INSURANCE SALES THROUGH CRUMP POSITION: Agent NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/20/2025 ADDRESS: 11101 Switzer Road, Suite 100, Overland Park KS 66210, United States DESCRIPTION: Sales of insurance products (Life, DI, Long Term Care) through PPN. **TEMPLE BNAI JEHUDAH ENDOWMENT COMMITTEE POSITION: Committee Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2025 ADDRESS: 12320 Nall Ave, Overland Park KS 66209, United States DESCRIPTION: Serving on the Temple's Endowment Committee, advising on how the investment mix fits the objectives of the IPS. **VILLAGE SHALOM POSITION: Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2022 ADDRESS: 5500 W 123rd St, Overland Park KS 66209, United States DESCRIPTION: I serve as a Board Member and attend quarterly meetings.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-02 |
Reach out to this advisor