Best Investors
Account
Sign in
Best Investors
Account
Sign in
575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2014-11-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harbour Investments Inc | Madison | WI | 11/2014 | Present |
| Keystone Financial Group | Neenah | WI | 02/2001 | Present |
| Fox River Tax Centers | Neenah | WI | 07/2015 | Present |
1) Keystone Financial Group – DBA 2) Lemens Investments, LLC – DBA 3) Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 4) Fox River Tax Center | 145 N Commercial Street, Neenah, WI 54956 | 100% Owner | Description: Prepare taxes for clients | Beginning 1/2016 |10 hours per month, 2 hours during trading hours | Paid position | Not investment related 5) Legends Basketball | P.O. Box 28256 Green Bay, WI 54324 | Coach, Board Member | Description: Coach a girls basketball team and help make decisions for the organization | Beginning 1/2013 | 15 hours per month, 0 hours during trading hours | Paid position as coach | Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-20 |
Reach out to this advisor