Best Investors
Account
Sign in
Best Investors
Account
Sign in
101 S 108Th Ave 3Rd Floor, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-02-17 |
| NE | RA | APPROVED | 2026-02-10 |
Branch Locations
101 S 108Th Ave 3Rd Floor, Omaha, NE 68154 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Richmond | VA | 07/2014 | 07/2017 |
| Wells Fargo Clearing Services Llc | Washington | DC | 08/2017 | 01/2019 |
| United Bank | Bethesda | MD | 01/2019 | 05/2020 |
| United Brokerage Services Inc. | Parkersburg | WV | 01/2019 | 05/2020 |
| H. Beck, Inc. | Rockville | MD | 03/2021 | 04/2021 |
| Pride One Temp Agency/Assignment: Morgan Stanley | Arlington | VA | 06/2020 | 12/2020 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 06/2021 |
| Fidelity Investments | Covington | KY | 04/2021 | 12/2021 |
| Financial Services Advisory, Inc. | Rockville | MD | 01/2022 | 08/2022 |
| Brinker Capital Securities | Berwyn | PA | 08/2022 | 05/2025 |
| Orion Portfolio Solutions | Omaha | NE | 08/2022 | 05/2025 |
| Wealthplan Partners | Omaha | NE | 06/2025 | Present |
| Osaic Wealth, Inc. | Omaha | NE | 08/2025 | 02/2026 |
| Wealthplan Investment Management | Omaha | NE | 02/2026 | Present |
1. 01-2019 - Present, Tidewater Capital, LLC located at 10585 Tidewater Trail, Urbana, Virginia 23175. Not investment-related. Tidewater Capital is a property management company owning investment property. Devote up to 10-hours a month to the operations of this business. 2. TIDEWATER CAPITAL POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/20/2019 ADDRESS: 10585 Tidewater Trail, Urbana VA 23175, United States DESCRIPTION: Tidewater Capital LLC is a holding company for a property I own that is located at 2017 Westwood Ave, Baltimore, MD 21217 3. WEALTH PLAN PARTNERS POSITION: IAR NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 06/26/2025 ADDRESS: 101 S 108th Ave, Omaha NE 68154, United States DESCRIPTION: IAR of the RIA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-27 |
Reach out to this advisor