Best Investors
Account
Sign in
Best Investors
Account
Sign in
1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-05 |
| FL | RA | APPROVED | 2023-02-02 |
| IA | RA | APPROVED | 2006-11-17 |
Branch Locations
999 Home Plaza Suite 201, Waterloo, IA 50701 • United States
Gilbert, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M. Holdings Securities, Inc. | Portland | OR | 10/2001 | Present |
| Eslick Financial Group, Inc. | Waterloo | IA | 11/2006 | Present |
1) Eslick Financial Group, Inc.; 999 Home Plaza, Suite 201, Waterloo, IA 50701; 04/2006; President; Provide wealth management, insurance and retirement planning services to clients; Investment Related; 160 hours/month; 160 hours/month during business hours; Ownership, profits, expense reimbursement; commissions, wages/salary/tips, referrals/referral fees, trips/vacation rentals. 2) UNI Panther Scholarship Club Board; 1227 West 27th Street, Cedar Falls, IA 50614; 2006; Member; Fundraising for UNI Athletic Club & raise money for scholarships; Not Investment Related; 2 hours/month; 2 hours/month during business hours; No Compensation. 3) Cedar Falls Community Foundation; 515 Main, P. O. Box 546, Cedar Falls, IA 50613; Board Member; Talk with potential donors as a volunteer; 6/1/2026; 4 ho/mo; 3 ho/mo during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-10-01 |
Reach out to this advisor