Best Investors
Account
Sign in
2405 Evergreen Park Drive Sw Bldg A, Olympia, WA 98502 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-31 |
| TX | RA | APPROVED_RES | 2026-06-30 |
| NE | RA | APPROVED | 2025-12-16 |
| WA | RA | APPROVED | 2025-12-12 |
Branch Locations
2405 Evergreen Park Drive Sw Bldg A, Olympia, WA 98502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Omaha | NE | 08/2006 | 10/2017 |
| Northwestern Mutual Investment Services, Llc | Omaha | NE | 03/2007 | 10/2017 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2017 | 10/2017 |
| Prudential Insurance Company Of America | Omaha | NE | 11/2017 | 04/2024 |
| Pruco Securities, Llc. | Omaha | NE | 11/2017 | 04/2024 |
| Capstone Investment Group, Llc | Olympia | WA | 04/2024 | Present |
| Capstone Investment Group, Llc | Olympia | WA | 11/2025 | Present |
Ronald McDonald House~620 S. 38th Avenue, Omaha, NE 68105~Charitable Organization-Member~N~Volunteer~01/2016~8 hrs/mo~6 trading hrs/mo INNOVATIVE WEALTH PARTNERS POSITION: Founder & Partner NATURE: Finance and Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 04/06/2020 ADDRESS: 11128 John Galt Blvd, Ste 125, Omaha NE 68137, United States DESCRIPTION: financial professional, meet with clients WOODY FINANCIAL GROUP POSITION: Sales of disability insurance NATURE: Finance and Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/06/2017 ADDRESS: 14670 S Harrison St, Olathe KS 66061, United States DESCRIPTION: Trails from a previously sold disability policy 4H HOLDINGS LLC POSITION: Only one employee. Me NATURE: Government/Tax Credits INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 2 START DATE: 08/07/2023 ADDRESS: 8108 S 192nd Ave, Gretna NE 68028, United States DESCRIPTION: I provide referrals to Coomber Consulting. I don't solicit any clients or use Prudential or advising in anyway shape or form.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-04 |
Reach out to this advisor