Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-08-10 |
| TX | RA | APPROVED | 2023-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc. | St. Paul | MN | 04/2013 | 08/2023 |
| Minnesota Life | St. Paul | MN | 04/2013 | 08/2023 |
| Renaissance Financial | Omaha | NE | 04/2013 | Present |
| Cetera Wealth Services, Llc | Omaha | NE | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: July 2013 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: July 2013 POSITION/TITLE/RELATIONSHIP: Financial Advisor APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER SECURITIES, INSURANCE AND ADVISORY SERVICES 3. GIFT OF ADOPTION, NEBRASKA & IOWA CHAPTER POSITION: Volunteer NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 1200 Shermer Rd, STE 111, Northbrook IL 60062, United States DESCRIPTION: Each year, Gift of Adoption Nebraska & Iowa receives requests from approximately 18 qualified families - representing a funding need of $79,800. The goal of the Nebraska & Iowa Chapter's all-volunteer board is to raise enough funds to help complete each of these adoptions. 100% of the money raised by the chapter is directed to uniting children with forever families in the area. As a board member, I vote on grants awarded to families who have applied to receive funds from Gift of Adoption to complete the adoption process for their families. Additional duties involve helping organize awareness and philanthropic events. 4. MMPHS 2, LLC POSITION: Member NATURE: Personal Investment LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 17018 Cinnamon Circle, Omaha NE 68135, United States DESCRIPTION: Personal investment llc to fund commercial real estate, class A storage units, potential local start-ups.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-27 |
Reach out to this advisor