Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-08-10 |
Branch Locations
20750 Civic Ctr Dr Ste 590, Southfield, MI 48076 • United States
Laingsburg, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Auburn Hills | MI | 12/2010 | 10/2016 |
| Securian Financial Group | St Paul | MN | 10/2016 | 08/2023 |
| Minnesota Life Insurance Co | St Paul | MN | 10/2016 | 08/2023 |
| Wealth Strategies Financial Group | Southfield | MI | 10/2016 | Present |
| Cetera Wealth Services, Llc | Southfield | MI | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
1. DEN DEFENDERS YOUTH FOOTBALL POSITION: Member NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2017 ADDRESS: , Laingsburg MI , United States DESCRIPTION: Member 2. LAKE VICTORIA PROPERTY OWNERS ASSOC POSITION: Member NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2016 ADDRESS: , Laingsburg MI , United States DESCRIPTION: Member 3. WSFG FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2016 ADDRESS: , Novi MI , United States DESCRIPTION: Agent/Broker 4. MICHELLE CAMPBELL CONSULTING LLC POSITION: Consultant NATURE: Business Owner INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/31/2019 ADDRESS: 6545 Westview Drive, Laingsburg MI 48848, United States DESCRIPTION: My tax accountant wanted me to set up a LLC to run any fixed business through if possible. I don't plan to market this business as a thing. It's only for tax purposes to separate out my financial planning business from persona. Not sure of annual income or compensation. 5. ELEVATING EXCELLENCE, INC POSITION: Owner NATURE: Business Owner INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2011 ADDRESS: 6545 Westview Dr, Laingsburg MI 48848, United States DESCRIPTION: Originally approved as BNI Alaska, Inc. Had to change the name because of the franchise agreement not wanting to have the term BNI in the actual title of the business. Tax ID remains the same. Business is only done in Alaska. No clients will be solicited. 6. WRESTLERS IN BUSINESS NETWORK POSITION: Director NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 12/03/2019 ADDRESS: 330 Hostetter Rd, Manheim PA 17545, United States DESCRIPTION: Wrestlers in Business Network, a national, non-profit networking group for everyone that is passionate about the sport of wrestling. Theyare dedicated to advancing careers, businesses, personal growth, and the sport that we all love. Simply put, theyuse the common bond of wrestling to achieve great things for themembers and the sport. As a board member, I will be working with others to promote the Michigan Chapter of WIBN. 7. NAME OF OTHER BUSINESS: WEALTH STRATEGIES FINANCIAL GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 8/14/23; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HRS PER WEEK: 40; APX NUMBER OF HRS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-01 |
Reach out to this advisor