Best Investors
Account
Sign in
Best Investors
Account
Sign in
1160 North Dutton Ave Ste 210, Santa Rosa, CA 95401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-06 |
| NH | RA | APPROVED | 2026-02-06 |
| TX | RA | APPROVED | 2026-02-06 |
Branch Locations
1160 North Dutton Ave Ste 210, Santa Rosa, CA 95401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commwealth Financial Network Dba Madson Wealth Advisors, Inc. | San Diego | CA | 02/2024 | 02/2026 |
| Madson Wealth Advisors, Inc. | Santa Rosa | CA | 02/2026 | Present |
| Thrivent Financial For Lutherans | Appleton | WI | 07/2002 | 02/2024 |
| Thrivent Investment Management Inc. | Torrance | CA | 07/2002 | 02/2024 |
1. Fixed insurance sales; as of 2/2/2024; 1% time spent during business hours; Conducted at branch location; Investment related. 2. Owner of rental properties located in in Lawndale, CA, as of 1983; 0% time spent during business hours; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-02 |
Reach out to this advisor