Best Investors
Account
Sign in
Best Investors
Account
Sign in
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-08-22 |
Branch Locations
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
564 W.STate Street, Pleasant Grove, UT 84062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Orem | UT | 01/2014 | 05/2019 |
| Walmart | Lindon | UT | 05/2019 | 01/2020 |
| Alder Security, Llc | Orem | UT | 01/2020 | 10/2020 |
| Smart Wave Solar | Riverton | UT | 10/2020 | 10/2021 |
| Valkyrie Fencing | Spanish Fork | UT | 08/2017 | 01/2022 |
| Cobalt Robotics, Llc | Provo | UT | 08/2021 | 09/2021 |
| Target | Orem | UT | 10/2021 | 01/2022 |
| The Pennsylvania State University | State College | PA | 08/2022 | 05/2023 |
| Wheelhouse Wealth Management | Pleasant Grove | UT | 02/2022 | Present |
| Berthel, Fisher & Company Financial Services, Inc. | Pleasant Grove | UT | 02/2022 | Present |
| Bfc Planning, Inc. | Pleasant Grove | UT | 08/2024 | Present |
1. USA Fencing- N- Colorado Springs, CO- Fencing competitions- Referee- 08/2024- 5- 0- Officiating sanctioned matches for compensation. 2. Wheelhouse Wealth Management- N- Pleasant Grove, UT- Fixed Insurance- Agent- 09/2025- 10- 10- Selling life insurance and other fixed insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-17 |
Reach out to this advisor