Best Investors
Account
Sign in
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-09-19 |
Branch Locations
600 Twelve Oaks Center Drive, Suite 201, Wayzata, MN 55391 • United States
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Wayzata | MN | 12/2005 | Present |
| Insurance-Non Variable | St. Louis Park | MN | 01/2008 | Present |
| Raymond James Financial Services Advisors, Inc | Bloomington | MN | 01/2009 | Present |
| Anderson Financial Services | Wayzata | MN | 05/2007 | Present |
| Total Benefit Solutions, Inc. | Wayzata | MN | 06/2011 | Present |
| Vanderbilt Securities, Llc | Woodbury | NY | 09/2023 | Present |
| Vanderbilt Advisory Services | Woodbury | NY | 09/2023 | Present |
1) Total Benefit Solutions, Inc. Not Investment Related. Start Date: 01/01/2007. Address: 2614 Xylon Ave So Saint Louis Park MN, 55426. Title: Owner/Producer/Agent. Duties: I sell fixed annuities, insurance, and LTC. Time spent during regular hours: 5%. 2) Lake Side Networking Group. Not investment related. Start date: 10/13/2023. Address: 340 Willow Dr. N Long Lake MN, 55356. Title: Event Co-Ordinator. Duties: The purpose of the Group is to Network and give and get referral's within the Professional members of the Group. We have about 20 people.. Time spent during regular hours: 0%. 3) Smart Capital Management, Inc. Not investment related. Start date: 12/01/2005. Address: 2614 Xylon Ave So Saint Louis Park MN, 55426. Title: Owner. Duties: This is an S-Corp that i run my business expenses and income through for tax purposes in relation to my income from my Financial Advisor Practice. Time spent during regular hours: 100%. 4) Meningioma Brain Tumor Network. Not investment related. Start date:01/31/2023. Address: 2614 Xylon Ave So Saint Louis Park MN, 55426. Title: Chair of the Board Member. Duties: I'm on the BOD and we meet virtually every quarter for 2 hours on a Saturday to discuss ways to increase awareness for this rare disease and to look for ways to help Survivors thrive. Time spent during regular hours: 0%. 5) Estate Docs Pro. Not investment related. Star date: 03/09/2024. Address: 600 Twelve Oaks Center Dr, Suite 200, Wayzata MN, 55391. Title: Secretarial Representative. Duties: Assisting people with filling out their Document templates (Wills, Health Directives, POA etc) in a secretarial or ministerial capacity. I am not providing legal advice or Counseling. Time spent during regular hours: 0%. 6) HarborWise Financial. Investment related. Star date: 01/12/2025. Address: 600 Twelve Oaks Center Dr, Suite 201, Wayzata MN, 55391. Title: Owner and Chief Executive Officer. Duties: Financial Planning. Time spent during regular hours: 45%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-02 |
Reach out to this advisor