CV
Charles J. Veeneman
BEST INVESTMENT OPTIONS
Louisville, KY 40223
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CRD#: 5337065
CV
Professional summary
Charles J Veeneman, who also goes by Charlie Veeneman, is a registered financial advisor currently at BEST INVESTMENT OPTIONS, LLC located in Louisville, Kentucky.
Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Charles has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Charlie Veeneman
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.CHARLES J. VEENEMAN, CPA, PSC, 2527 NELSON MILLER PKWY, STE 205, LOUISVILLE, KY. The business is not investment-related. Mr. Veeneman is President and sole owner of Charles J. Veeneman, CPA, PSC since January 1991. Mr. Veeneman devotes approximately 150 HR per month and 140 HR during trading hours per month to the business. Charles J. Veeneman, CPA, PSC is a CPA firm that prepares taxes, performs audits of small cities, and provides professional tax consultation services. Mr. Veeneman's duties include providing all the aforementioned services and supervising all the work of the business.
2.OFFICE ADMINISTRATORS, INC., 2527 NELSON MILLER PKWY, STE 205, LOUISVILLE KY. The business is not investment related. Mr. Veeneman is President and sole owner of Office Administrators, Inc. since February 1991. Mr. Veeneman devotes approximately 20 HR per month, all during trading hours to the business. Office Administrators, Inc. is a firm that provides bookkeeping services for other business. Mr. Veeneman's duties include providing supervision of professional services offered.
3.TREASURER FOR CITY OF NORTHFIELD, KY. 2527 NELSON MILLER PKWY, STE 205, LOUISVILLE, KY The role is not investment related. Mr. Veeneman is the treasurer for the city of Northfield, KY since July 2011. Mr. Veeneman devotes approximately 12 HR per month and 6 HR during trading hours per month to the role. Mr. Veeneman's duties include managing the cash flows of the city.
CRS (Client Relationship Summary) - RIA
Click below to view Charles J Veeneman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 7, 2021 - Present
BEST INVESTMENT OPTIONS, LLC
Office #1: 2527 Nelson Miller Parkway Suite 205, Louisville, KY 40223RIA
CRD#: 307743
Louisville, KY
Past
September 4, 2014 - December 31, 2019
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
PEWEE VALLEY, KY
Past
November 21, 2007 - December 31, 2019
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
FAIRFIELD, IA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Kentucky(4/7/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BI
BEST INVESTMENT OPTIONS, LLC
BEST INVESTMENT OPTIONS, LLC
CRD#: 307743 / SEC#:
Kentucky
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Contact information
Main Address
2527 Nelson Miller Parkway Suite 205, Louisville, KY 40223
Mailing Address
Phone number
(502) 244-5043
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 12 |
| AUM (Assets Under Management) | $ 857,123 |
Red Flags
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Company Information
BEST INVESTMENT OPTIONS, LLC
CRD#: 307743Louisville, KY 40223TRUST BUT VERIFY
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