Best Investors
Account
Sign in
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2018-06-29 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
305 2Nd St Se Ste 300, Cedar Rapids, IA 52401 • 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 |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Cedar Falls | IA | 02/2011 | Present |
| Bankers Life Securities, Inc | Cedar Rapids | IA | 04/2017 | Present |
| Rummel Properties, Llc | Cedar Rapids | IA | 04/2016 | Present |
| Storm Rummel, Inc | Cedar Rapids | IA | 08/2012 | Present |
BANKERS LIFE & CASUALTY POSITION: Unit Sales Manager NATURE: insurance company? INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 02/25/2011 ADDRESS: 305 2nd St SE Suite 300, Cedar Rapids IA 52401, United States DESCRIPTION: MANAGE A TEAM OF AGENTS, RESPONSIBLE FOR HIRING AND TRAINING OF AGENTS, I am also appointed with KFA through BLC which allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC. I am the sole proprietor of Storm Rummel, INC, which focuses on Rental properties and property management. I only devote 1-2 hours per week to this business. It is non investment related. AC'S 24/7 FITNESS POSITION: Owner NATURE: 24/7 fitness facility, cadio, strength and classes INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2024 ADDRESS: 109 Davidson Dr, Anamosa IA 52205, United States DESCRIPTION: It is a 24/7 fitness facility in Anamosa, IA. Outside of that has no overlap in any of this industry but is something that we will be involved in the management of
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-19 |
Reach out to this advisor