Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-05-31 |
Branch Locations
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 |
|---|---|---|---|---|
| Fsc Securities | Hayden | ID | 02/2011 | 11/2023 |
| The Retirement Group, Llc | San Diego | CA | 03/2011 | 06/2024 |
| Osaic Wealth, Inc. | Hayden | ID | 11/2023 | Present |
1) CENTENNIAL INVESTORS, L.L.C. 6/2001: MANAGING MEMBER IN THE BUSINESS OF OWNING AND MANAGING INVESTMENT REAL ESTATE. MY WIFE AND I OWN RENTAL PROPERTY THAT WE USE AS INVESTMENTS. WE DO NOT MANAGE ANY OUTSIDE REAL ESTATE FOR OTHER PEOPLE. 2) HOLY FAMILY CATHOLIC SCHOOL & GONZAGA PREPATORY SCHOOL-NON PROFIT PRIVATE SCHOOLS THAT MY CHILDREN ATTEND. THE MAJORITY OF THE FUNDING FOR THE SCHOOLS COMES FROM FUND RAISING EFFORTS OF THE PARENTS AND ADMINISTRATION. NO COMPENSATION AND LESS THAN 1% OF TIME ON THIS BUSINESS. CENTENNIAL INVESTORS AND PROPERTY MANAGMENT-REAL ESTATE OWNER/PROPERTY MANAGEMENT. MANAGING MEMBER SINCE 6/2001-<5% OF TIME AND 10% OF INCOME FROM THIS BUSINESS. 3) THE RETIREMENT GROUP "TRG" DBA GREAT NORTHERN WEALTH MANAGEMENT & INSURANCE - RIA INVESTMENT ADVISOR REPRESENTATIVE - 5-10% OF TIME, Supervised from: 5414 Oberlin Dr. #220, San Diego, CA 92121. 4) KUEBLER, INC DBA GREAT NORTHERN WEALTH MANAGEMENT & INSURANCE POSITION: Owner - NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 06/01/1999 ADDRESS: 8785 N. Government Way Hayden, ID 83835, Hayden ID 83835, United States DESCRIPTION: Owner/Agent in the insurance sales and service for annuity, life, health, LTC, property and casualty insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-17 |
Reach out to this advisor