Best Investors
Account
Sign in
Best Investors
Account
Sign in
1220 28Th Avenue North, Fargo, ND 58102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-10-09 |
| ND | RA | APPROVED | 2006-07-05 |
Branch Locations
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 |
|---|---|---|---|---|
| Dougals G. Schmitz Insurance | Fargo | ND | 03/1988 | 01/2026 |
| Classic Asset Management Llc D/B/A Financial Strategies Group | Fargo | ND | 01/2026 | Present |
| Schmitz Financial Services | Fargo | ND | 01/2005 | 01/2026 |
| Classic Llc | Fargo | ND | 01/2013 | 02/2024 |
| Classic Holdings Llc | Fargo | ND | 09/2011 | 01/2026 |
| Aurora Securities Inc. | Fargo | ND | 02/2024 | 01/2026 |
| Secure Asset Management | Fargo | ND | 02/2024 | 01/2026 |
| Pks Investments | Albany | NY | 01/2026 | 04/2026 |
1. Classic Asset Management d/b/a Financial Stategies Group. Investment related. At registered location. RIA. Financial advisor. Start date: 01/2026. 160 hrs/month; all during trading hours. Provide advice to clients. 2. Fixed Insurance. Investment related. At registered location. Fixed/Traditional insurance. Agent. Start date: 01/2026. 5 hrs/month; all during trading hours. Provide insurance advice based on the needs of client(s). 4. Classic Holdings, LLC. Not investment related. At registered location. Holding company. Owner. Start date: 02/2021. 1 hr/month; during trading hours. Help manage the holding company that owns our RIA-Classic Asset Management. 5. Sunrise Apartments/Townhomes. Not investment related. At registered location. Real estate rentals. Owner. Start date: 06/1996. 10 hrs/month; 1 during trading hours. Owner/Manager of Residential apartments. General management - collect rent, pay bills, arrange for services, rent out units, and general maintenance. Most work is done after normal business hours and on weekends. 6. Front Street Apartments. Not investment related. At registered location. Real estate rentals. Owner. Start date: 09/2016. 5 hrs/month; 1 during trading hours. Owner/manager of residential real estate with my wife. Day-to-day operation of collecting rent, paying bills, renting units, contracting services, and general maintenance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-09 |
| S65 | Uniform Investment Adviser Law Examination | 1998-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 1988-02-04 |
Reach out to this advisor