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 |
|---|---|---|---|
| TN | RA | APPROVED | 2025-12-05 |
Branch Locations
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • 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 |
|---|---|---|---|---|
| American United Life | Nashville | TN | 03/2002 | Present |
| Moloney Securities Co., Inc. | Manchester | MO | 07/2016 | 12/2025 |
| Moloney Securities Asset Management, Llc | Manchester | MO | 07/2016 | 12/2025 |
| Berthel, Fisher & Company Financial Services, Inc. | Brentwood | TN | 12/2025 | Present |
| Bfc Planning, Inc. | Cedar Rapids | IA | 12/2025 | Present |
NetStreet Brokerage-Not-Investment related- Nashville, TN- Agent- Non-variable insurance sales (fixed life, fixed annuities, health, property/casualty). The Guardian Life Insurance Company of America- Not-Investment related- New York, NY- Insurance Broker- Services IDI and whole life products. Board Member: CCYC Cottage Owners' Committee. Not Investment Related. Owner: Family farm - proceeds from sale of portions of farm for subdivision. Not Investment Related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 1981-08-10 |
Reach out to this advisor