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_RES | 2023-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Ins Co | St Paul | MN | 05/2006 | 08/2023 |
| Securian Financial Services, Inc | St Paul | MN | 05/2006 | 08/2023 |
| Renaissance Financial | Omaha | NE | 05/2006 | 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: May 2006 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: May 2006 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) ANGELS AMONG US BOARD POSITION: Advisory Board NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 02/16/2022 ADDRESS: 3858 Jones, Suite A, Omaha NE 68105, United States DESCRIPTION: Asked to be a member of 13-person advisory board, charged with the task of expanding the exposure and impact the organization has in our local community. I will be listed on the organization's website as a board member. Recently asked to serve as Treasurer for the upcoming year. Duties to include review of the organization's investment account with executive director to ensure we remain within investment policy as well as monthly review of the financials with executive director. Then reporting at the board meeting. 4) NAME OF OTHER BUSINESS: GRETNA YOUTH SPORTS; INVESTMENT RELATED: NO; ADDRESS: 11705 S 216TH ST GRETNA, NE 68028; NATURE OF BUSINESS: YOUTH SPORTS; START DATE: 08/2026; POSITION/TITLE/RELATIONSHIP: YOUTH FOOTBALL COACH; APX NUMBER OF HOURS PER WEEK: 6; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: YOUTH FOOTBALL COACH;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-13 |
Reach out to this advisor