Best Investors
Account
Sign in
Best Investors
Account
Sign in
600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2018-04-10 |
Branch Locations
20935 Swenson Dr, Waukesha, WI 53186 • United States
New Berlin, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services Llc | Milwaukee | WI | 08/2000 | 05/2017 |
| Northwestern Mutual Life Company | Milwaukee | WI | 06/2015 | 04/2017 |
| Annex Wealth Management | Elm Grove | WI | 06/2017 | 03/2018 |
| H. Beck, Inc. | Bethesda | MD | 07/2017 | 03/2018 |
| Thrivent Investment Management Inc | Waukesha | WI | 04/2018 | Present |
| Thrivent Financial | Appleton | WI | 04/2018 | Present |
HALES CORNERS LUTHERAN CHURCH FOUNDATION POSITION: Board Members NATURE: As a board member, I attend quarterly meetings to plan different events for the church. Examples include:40 days of purpose book study remodeling the church nursery Helping fund the school auction, which allowed for the purchase of new IPADS for students INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/02/2020 ADDRESS: 12300 W Janesville Rd, Hales Corners WI 53130, United States DESCRIPTION: Attend quarterly meeting to provide guidance and direction of the foundation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-12 |
Reach out to this advisor