Best Investors
Account
Sign in
Best Investors
Account
Sign in
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2022-03-28 |
Branch Locations
4228 Boulder Ridge Road, Suite 5, Bismarck, ND 58503 • United States
5454 W. 110Th Street, Overland Park, KS 66211 • United States
2 disclosure categories 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. | Bismarck | ND | 10/1994 | 10/2018 |
| Keystone Wealth Partners, Llc | Chandler | AZ | 11/2018 | 03/2022 |
| Creative Planning, Llc | Bismarck | ND | 03/2022 | Present |
1. Tax Amigos dba LIBERTY TAX SERVICE-Y-BISMARCK, ND-TAXES-OWNER-01/2003-1-0-TAX SERVICE - No Operations role 2.WARREN COMMERCIAL BUILDING-N-931 S WASHINGTON ST STE 1, BISMARCK, ND 58504-COMMERCIAL BUILDING-OWNER-11/2002-0-OWN BUILDING, CARETAKER, COLLECT RENT. 3. WORLDLYNK INC.-N-931 S WASHINGTON, STE 1, BISMARCK, ND 58504-CREDIT CARD PROCESSING-OWNER-02/2008-1-0-CREDIT CARD PROCESSING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-29 |
| S65 | Uniform Investment Adviser Law Examination | 1999-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-07 |
Reach out to this advisor