Best Investors
Account
Sign in
Best Investors
Account
Sign in
6330 Sprint Parkway, Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2017-12-14 |
Branch Locations
6330 Sprint Parkway, Suite 400, Overland Park, KS 66211 • USA
6330 Sprint Parkway, Suite 400, Overland Park, KS 66211 • United States
222 South 5Th Street, Seward, NE 68434 • 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 |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc. | Seward | NE | 07/2016 | 12/2017 |
| Berthel Fisher & Company Planning, Inc. | Seward | NE | 07/2016 | 12/2017 |
| Creativeone Securities, Llc | Overland Park | KS | 12/2017 | Present |
| Creativeone Securities, Llc | Overland Park | KS | 12/2017 | Present |
1.Mighty Fortress Evangelical Lutheran Church-N-Seward, NE-Non Profit Organization-President-05/2004-4-0-Chair meetings & help prepare annual budget 2.Roger Gamble-N-Seward, NE- Insurance-Insurance-Agent-08/1991-8-8-Life insurance and fixed annuity sales. 3.RG Investments-Y-Seward, NE-DBA-President-8/1/1991-120-120-DBA for commodities & trading business. 4.Seward County BNI; Not Investment Related; 123 South 4th Street, Seward, NE 68434; Networking with other business people; began 08/2012; Approximately 18 hours per month, 5 hours during securities trading hours 5.Stock Ticker Properties, LLC; not investment related; 222 South 5th Street Seward, NE 68434; Member; 08.24.23; pay portion of mortgage each month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 1986-11-01 |
Reach out to this advisor