Best Investors
Account
Sign in
11330 86Th Avenue North, Maple Grove, MN 55369 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2015-01-28 |
Branch Locations
11330 86Th Avenue North, Maple Grove, MN 55369 • United States
10900 Wayzata Blvd Suite 130, Minnetonka, MN 55305 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Mhs Advisory Services, Llc | Maple Grove | MN | 01/2015 | Present |
| Sii | Minneapolis | MN | 03/2015 | 11/2018 |
| Osaic Wealth, Inc. | Maple Grove | MN | 11/2018 | Present |
| Mhs Insurance Agency | Minnetonka | MN | 03/2015 | Present |
1) MHS INSURANCE AGENCY, LLC POSITION: President NATURE: LLC - Partnership owned by MHS Advisory Group, LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/01/2015 ADDRESS: 10900 Wayzata Blvd, Suite 130, Minnetonka MN 55305, United States DESCRIPTION: Oversee the operations of our health insurance agency. 2) MHS ADVISORY GROUP, LLC POSITION: President NATURE: LLC-Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 03/01/2015 ADDRESS: 10900 Wayzata Blvd, Suite 130, Minnetonka MN 55305, United States DESCRIPTION: This is the business in which we oversee the business as it relates to marketing, operations, sales, and being a financialplanner for ourB/D, RIA, health insurance, and P&C agencies. 3) MHS ADVISORY SERVICES, LLC POSITION: President NATURE: LLC-Partnership owned solely by MHS Advisory Group, LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 03/01/2015 ADDRESS: 10900 Wayzata Blvd, Suite 130, Minnetonka MN 55305, United States DESCRIPTION: Oversee our independent RIA. 4) MHS PROPERTY & CASUALTY, LLC POSITION: President NATURE: LLC-Partnership owned solely by MHS Advisory Group, LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/01/2015 ADDRESS: 10900 Wayzata Blvd, Suite 130, Minnetonka MN 55305, United States DESCRIPTION: Oversee our Property & Casualty agency. 5) MHS BENEFIT ADMINISTRATORS, LLC. POSITION: President NATURE: LLC-Partnership owned solely by MHS Advisory Group, LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2015 ADDRESS: 10900 Wayzata Blvd, Suite 130, Minnetonka MN 55305, United States DESCRIPTION: Oversee the benefit administration company.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-18 |
Reach out to this advisor