Best Investors
Account
Sign in
Best Investors
Account
Sign in
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2018-02-27 |
Branch Locations
200 East Broadway St., Loogootee, IN 47553 • United States
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gradient | Topkea | KS | 08/2016 | Present |
| The Insurance Shop Inc. | Odon | IN | 02/2002 | Present |
| Compass Retirement Advisors Llc | Washington | IN | 08/2016 | Present |
| Creativeone Wealth, Llc Formerly Change Path Llc | Overland Park | KS | 02/2018 | Present |
1.) DBA Compass Retirement Advisors LLC; Investment related; 3482 E 225 S, Washington, IN 47501; Retirement Planning; Insurance Agent; 08/2016; 0 hrs/mo; 0 hrs/mo; Set up for tax purposes 2.) Gradient; Investment related; 3704 SW Burlingame Rd., Topeka, KS 66609; CURRENT; Fixed Insurance; Insurance Agent; 5-7 hrs/mo; 0 hrs/mo 3.) Rasberry Producer Group; Investment related; 401 Central Ave Laurel, MS 39440; 04/2018; Life and Annuity Sales; Insurance Agent; 5hrs/mo; 5 hrs/mo;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 1983-12-29 |
Reach out to this advisor