Best Investors
Account
Sign in
2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2017-07-06 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Valic Financial Advisors | Merrillville | IN | 05/2011 | 12/2016 |
| Cfd Investments | Kokomo | IN | 12/2016 | Present |
1. Creative Financial Designs 2. Marburger Wealth Management LLC-Investment Related-Owner-Lafayette IN- 3. Independent Insurance Sales-Peru, IN-Investment Related 1 hr/mo 4. MWM Real Estate Holdings, LLC; not investment related; 924 W Grand Ave., Peru, IN 46970; rental properties; 01/15/2026; 4 hrs/month; 0 hrs/month; paying property taxes/insurance, collecting rent & coordinating maintenance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-22 |
Reach out to this advisor