Best Investors
Account
Sign in
Best Investors
Account
Sign in
5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-03-01 |
Branch Locations
8871 Ridgeline Blvd. Ste. 100, Highlands Ranch, CO 80129 • 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 |
|---|---|---|---|---|
| Wells Fargo Private Bank | Denver | CO | 08/2014 | 10/2018 |
| Guarantee Bank & Trust | Denver | CO | 10/2018 | 12/2018 |
| Independent Bank | Denver | CO | 01/2019 | 10/2019 |
| Great Western Bank | Denver | CO | 10/2019 | 01/2020 |
| Unemployed | Highlands Ranch | CO | 01/2020 | 06/2020 |
| Insight Planning & Investment Llc | Highlands Ranch | CO | 06/2020 | 02/2021 |
| Mariner Wealth Advisors | Highlands Ranch | CO | 02/2021 | Present |
Schoolday, Inc.; Not investment related, Highlands Ranch, CO, Education Technology, Board Member, Start date: 9/30/2024, 10 hours per month, 3 hours during trading hours, Overseeing management, Attending meetings, Organizational planning, Assessing company performance, Representing shareholders Verotouch, LLC; Not Investment related; Salida, CO; Construction and Manufacturing Technology; Board Member; Start date 2/4/25; 10 hours per month (all during trading hours); assisting strategic management decisions, attending meetings.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-01 |
Reach out to this advisor