Best Investors
Account
Sign in
Best Investors
Account
Sign in
3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2016-10-24 |
Branch Locations
305 Enterprise Dr., Independence, IA 50644 • United States
3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411 • UNITED STATES
3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411 • 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 |
|---|---|---|---|---|
| Bankiowa | Independence | IA | 09/1989 | Present |
| Wayne Hummer Investments L.L.C. | Independence | IA | 12/2006 | 10/2016 |
| Nations Financial Group, Inc | Cedar Rapids | IA | 10/2016 | Present |
UNITED LIFE INSURANCE. 200 1ST ST. SE SUITE 1300 CEDAR RAPIDS, IA 52401. IS INVESTMENT-RELATED. LIFE AND FIXED ANNUITY SALES. POSITION IS A FINANCIAL ADVISOR. STARTED 4-25-23. APPROX 15 HOURS/MONTH SPENT ON BUSINESS, ALL DURING SECURITIES TRADING HOURS. DUTIES INCLUDE SELLING LIFE INSURANCE AND FIXED ANNUITY PRODUCTS// BANKIOWA BANK. 230 FIRST STREET EAST INDEPENDENCE, IA . IS INVESTMENT RELATED. POSITION IS AN SVP/FINANCIAL ADVISOR. STARTED 9/19/89. APPROX. 180 HOURS PER MONTH, OF WHICH 8 HOURS ARE DURING TRADING HRS. DUTIES ARE TO PROVIDE INVESTMENT SERVICES
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-10-02 |
Reach out to this advisor