Best Investors
Account
Sign in
100 North Broadway, Albert Lea, MN 56007 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2022-05-04 |
| MO | RA | APPROVED | 2022-05-04 |
Branch Locations
100 North Broadway, Albert Lea, MN 56007 • United States
211 East 8Th Street Suite E, Lawrence, KS 66044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Planning | Leawood | KS | 07/2014 | 07/2018 |
| Frontier Wealth Management, Llc | Kansas City | MO | 07/2021 | 04/2022 |
| American Century Investments | Kansas City | MO | 07/2018 | 07/2021 |
| Intellicents Investment Solutions | Lawrence | KS | 04/2022 | Present |
| Mutual Securities, Inc. | Camarillo | CA | 05/2022 | Present |
1. Intellicents Investment Solutions, Inc., Start Date: 04/29/2022, 211 E 8th Street, Ste. E, Lawrence, KS 66044, Corporation, RIA, Financial Consultant, Provide Investment and Financial Planning guidance to individuals and families, Investment Related, 160 Hours per month, 8 Hours per day during trading hours. 2. Insurance, Start Date: 04/13/2023, 211 E 8th St., Ste. E, Lawrence, KS 66044, Licensed Insurance Agent, Independent, Insurance, Licensed Insurance Agent, When Client's needs Life/Health/Disability Insurance I will sell them the necessary Insurance needed, Investment Related, 4 Hours per month, .25 hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-09-07 |
Reach out to this advisor