Best Investors
Account
Sign in
226 W. Eldorado, Decatur, IL 62522 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2020-01-29 |
Branch Locations
204 St. Francis St., Kennett, MO 63857 • United States
226 W. Eldorado, Decatur, IL 62522 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baker Welman Brown Financial Services | Kennett | MO | 08/1986 | Present |
| Baker Welman Brown Insurance | Kennett | MO | 08/1986 | Present |
| Wilbanks Securities | Oklahoma City | OK | 08/2003 | 06/2017 |
| Cabot Lodge Securities Llc | Kennett | MO | 05/2017 | 06/2017 |
| Investment Planners, Inc. | Kennett | MO | 06/2017 | Present |
1) BAKER WELMAN AND BROWN INSURANCE- FIXED INSURANCE AGENT AND PRESIDENT- 204 ST. FRANCIS STREET KENNETT, MO 63857. NOT INVESTMENT RELATED. 160 HOURS A MONTH ALL DURING TRADING HOURS. 1982-PRESENT. 2)BAKER WELMAN AND BROWN FINANCIAL SERVICES-DBA-PROVIDE FINANCIAL SERVICES AND SALES- 1982- PRESENT. INVESTMENT RELATED. 160 HOURS A MONTH ALL DURING MARKET HOURS. 204 ST. FRANCIS STREET KENNETT, MO 63857. 3) PRECISION INSURANCE & FINANCIAL SERVICES, INC. - 2625 S. BROADWAY SALEM, IL 62881 - OCT 2003 - CONSULTANT/SHAREHOLDER OF P&C INSURANCE AGENCY - 1 HR MONTH / 0 DURING TRADING HOURS. 4) BOY SCOUT TROOP 4272 (AFFILIATED WITH KIWANIS CLUB OF KENNETT, MO) AND CUB SCOUT PACK 4089 (AFFILIATED WITH KIWANIS CLUB OF KENNETT, MO) - UNIT COMMITTEE CHAIRMAN - JAN 2017 - KENNETT, MO - 4 HRS PER MONTH / O DURING TRADING HOURS. 5) AMERICAN AGENCY INSURANCE GRUOP INC., 3494 JEFFCO BLVD., ARNOLD, MO 63101 -PRESIDENT STARTING JANUARY 2025. NOT INVESTMENT RELATED, NO COMPENSTION. 4 HOURS PER MONTH DURING REGULAR MARKET HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 1987-03-03 |
Reach out to this advisor