Best Investors
Account
Sign in
14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-11-12 |
| TX | RA | APPROVED_RES | 2023-03-27 |
| MO | RA | APPROVED | 2020-04-03 |
| IL | RA | APPROVED | 2018-11-12 |
Branch Locations
1890 Main Street, Quincy, IL 62301 • United States
2265 Bagnell Dam Blvd. Suite 200, Lake Ozark, MO 65049 • United States
7500 College Boulevard Suite 1225, Overland Park, KS 66210 • United States
14600 Branch St., Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc | Springfield | IL | 03/2018 | 07/2018 |
| Illinois College | Jacksonville | IL | 08/2016 | 05/2018 |
| Cwm, Llc Dba Carson Group Partners | Payson | IL | 07/2018 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 08/2018 | Present |
1. Name of other business: Fixed insurance with various companies Investment related: Yes Address: Same as Registered Location Nature of business: Fixed Insurance Start Date: 08/2018 Apx number of hours per week: varies Apx number of hours during trading hours: varies Position/title/relationship: Insurance Agent Brief description of duties: Sells Life, Disability, Annuities and Long Term Care 2. Name of other business: Schlipman Wealth Advisors Investment related: Yes Address: Same as Registered Location Nature of business: financial services Start date: 07/2018 Position/title/relationship: registered representative Apx number of hours per week: 40 Apx number of hours during trading hours: 40 Brief description of duties: provide financial services 3. NAME OF OTHER BUSINESS: CARSON WEALTH MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ADVISORY SERVICES; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE; START DATE: 7/2021; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-15 |
Reach out to this advisor