Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-25 |
| WI | RA | APPROVED | 2021-03-24 |
Branch Locations
225065 Rib Mountain Dr., Wausau, WI 54401 • United States
10208 Park Plaza, Suite B, Mosinee, WI 54455 • United States
1245 Main St, Stevens Point, WI 54481 • United States
1100 8Th Street South, Wisconsin Rapids, WI 54494 • United States
2851 Post Rd, Plover, WI 54467 • United States
Stevens Point, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&I Brokerage | Stevens Point | WI | 04/2002 | Present |
| Bmo Harris Bank Na | Milwaukee | WI | 07/2011 | Present |
| M&I Insurance Services | Milwaukee | WI | 04/2002 | Present |
| M&I Trust Company | Milwaukee | WI | 04/2002 | Present |
| Bmo Harris Financial Advisors, Inc. | Wausau | WI | 08/2012 | Present |
| Lpl Financial Llc | Wausau | WI | 03/2021 | Present |
1) 03/24/2021 - DBA for LPL Business (entity for LPL business) - BMO Investment Services - Investment Related - WAUSAU, WI
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-16 |
Reach out to this advisor