Best Investors
Account
Sign in
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-05-01 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
10733 Sunset Office Dr Suite 225, St Louis, MO 63127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | St. Louis | MO | 11/2001 | 11/2023 |
| Butler Associates Financial Planners, Inc | St. Louis | MO | 12/2014 | 03/2019 |
| Gregory Rolfes Cpa Pc | St. Louis | MO | 07/2000 | Present |
| Osaic Wealth, Inc. | St Louis | MO | 11/2023 | 04/2024 |
| Lpl Financial Llc | St Louis | MO | 05/2024 | 06/2025 |
| Wealth Enhancement Group | St Louis | MO | 05/2024 | Present |
| Wealth Enhancement Advisory Services | St Louis | MO | 05/2024 | Present |
| Wealth Enhancement Brokerage Services | St Louis | MO | 05/2024 | Present |
1. 04/05/2024- GREGORY ROLFES CPA- Tax Prep/Accounting/CPA- location put at reported business location (s)- 80 hr per mnth- 2 hrs during trading-start date 4/30/2024 2. 05/23/2024 - WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - Advisor - Started: 4/30/2024 - 160 Hrs/Mo; 8 Hrs During Trading - I provide investment advisory services through Wealth Enhancement Advisory Services, LLC an independent investment advisor firm. I started this business activity in 5/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its service6s at http://www.adviserinfo.sec.gov/IAPD.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-16 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-17 |
Reach out to this advisor