Best Investors
Account
Sign in
5400 University Avenue, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-03-19 |
| ID | RA | APPROVED | 2026-03-19 |
| MT | RA | APPROVED | 2025-05-01 |
Branch Locations
5400 University Ave, West Des Moines, IA 50266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Missoula | MT | 01/2019 | 06/2021 |
| Wells Fargo Advisors Financial Network | Missoula | MT | 02/2018 | 01/2019 |
| University Of Montana | Missoula | MT | 08/2013 | 05/2018 |
| Peak Health & Wellness | Missoula | MT | 01/2017 | 02/2018 |
| Raymond James Financial Services, Inc. | Missoula | MT | 06/2021 | 01/2022 |
| Willow Creek Capital Management | Missoula | MT | 01/2019 | 01/2022 |
| Unemployed | Livingston | MT | 01/2022 | 12/2022 |
| First Interstate Bank | Livingston | MT | 12/2022 | Present |
| Fbl Financial Group | West Des Moines | IA | 10/2024 | Present |
| Fbl Marketing Services,Llc | West Des Moines | IA | 12/2024 | Present |
1) FARM BUREAU LIFE AND AFFILIATES; WEST DES MOINES IA; MOUNTAIN WEST FARM BUREAU MUTUAL INSURANCE COMPANY AND AFFILIATES; LARAMIE WY; INSURANCE NOT INVESTMENT RELATED; INSURANCE AGENT SINCE 10/30/2024; Both Life and P/C companies have a relationship with the state Farm Bureau organization in each state where they do business. 2) FBL WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; 5400 UNIVERSITY AVE, WEST DES MOINES IA 50266; INVESTMENT ADVISORY AND FINANCIAL PLANNING; INVESTMENT ADVISER REPRESENTATIVE; DATE OF FBLIMS RELEASE LETTER, UNTIL FURTHER NOTICE; Varied HOURS PER MONTH; Varied HOURS DEVOTED PER MONTH DURING TRADING HOURS; PROVIDE INVESTMENT ADVISORY AND FINANCIAL PLANNING SERVICES TO CUSTOMERS; FEE BASED, HOURLY RATE. 3) Poshmark, Inc; Not Investment Related; 203 Redwood Shores Pkwy, 8th Floor, Redwood City, CA, 94065, United States; Clothing Reselling; Independent Seller/Reseller; Start 5/26/2026; 4 hours per month; 0 hours per month during trading hours; Commission Compensation; Reselling clothing already owned occasionally for hobby. Minimal income and low sales volume. 4) Stubbs Financial PC; Not Investment Related; 301 E Park St, STE B, Livingston, MT, 59047, United States; Insurance & Financial Services; President; Start 5/7/2025; 4 hours per month; 0 hours per month during trading hours; Commission Compensation; Entity created to file business income taxes. 5) Mountain West Farm Bureau Mutual Insurance Co,Is Not Investment Related,931 Boulder Dr, , Laramie, WY, 82070, United States,Office Rent Reimbursement,Agent,1/1/2026,0 hours per month,0 hours per month during trading hours,Other Compensation,I have an extra office under lease that Mountain West has requested to use for a local claims adjustor. Mountain West writes me a personal check every 6 Months to reimburse me for the monthly rent I pay for the space.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-25 |
Reach out to this advisor