Best Investors
Account
Sign in
Best Investors
Account
Sign in
Omaha, NE • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-02-24 |
| NE | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2025-11-20 |
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 |
|---|---|---|---|---|
| Stifel, Nicolaus & Co., Inc. | Omaha | NE | 11/2000 | 01/2023 |
| Open Prairie Wealth Management | Omaha | NE | 11/2025 | Present |
| Elevation Advisory Partners Llc | Omaha | NE | 01/2023 | 11/2025 |
1) ASSISTANCE LEAGUE OF OMAHA 20 HRS ANNUALLY; 2) House; 1714 1st Ave Nebr City, NE 68410; Rental House; Owns house; get the house rented; the house is inherited; affiliation started 07/01/2001; 5.0 hours per year; during securities trading hours; not investment-related; 3) Sandy's Farm; Not investment-related; North West/East Section Otoe County NE; Farm; 04/2001; 2hrs/month; 2hrs/month during securities trading hours; Work with tenant & grain marketing 4) Cherry Ridge Pools; Not investment-related; Neighborhood pool; Member of Pool Committee; 08/2019; 30 minutes/month; 0hrs/month during securities trading hours; Overseeing recommendations from real estate management company;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1984-12-20 |
Reach out to this advisor