Best Investors
Account
Sign in
Best Investors
Account
Sign in
3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-10-21 |
Branch Locations
17117 Burt Street Suite 300, Omaha, NE 68118 • 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 |
|---|---|---|---|---|
| Metro Credit Union | Omaha | NE | 10/2020 | 01/2023 |
| Dillon Brothers Motorsports | Omaha | NE | 02/2019 | 09/2020 |
| Discount Tire | Omaha | NE | 08/2018 | 02/2019 |
| Bellinos Fireworks | Papillion | NE | 05/2018 | 08/2018 |
| Full Time Student | Springfield | NE | 01/2013 | 05/2018 |
| Mutual Of Omaha Insurance Company | Omaha | NE | 02/2023 | Present |
| Mutual Of Omaha Investor Services | Omaha | NE | 07/2023 | Present |
Insurance Agent - Start Date: 02/2023 - Non-investment Related - Insurance lines of business: Fully Underwritten life (Term life, Indexed universal life, whole life), annuities, disability, critical illness, longterm care, medicare supplement, health, life - Hours/per week during trading hours: 32.5
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-02 |
Reach out to this advisor