Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-10 |
| WI | RA | APPROVED | 2020-11-12 |
Branch Locations
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 |
|---|---|---|---|---|
| First Allied Securities,Inc | San Diego | CA | 09/2012 | 09/2022 |
| First Allied Advisory Services, Inc. | Chesterfield | MO | 09/2012 | 11/2020 |
| First Allied Advisory Services | Schaumburg | IL | 11/2020 | 11/2020 |
| Cetera Advisors Llc | Depere | WI | 09/2022 | Present |
| Full Throttle Development, Llc | De Pere | WI | 12/2022 | Present |
| Kadletz Wealth Management, Llc | De Pere | WI | 09/2012 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 11/2020 | Present |
1.) KADLETZ WEALTH MANAGEMENT; DBA; STARTED 09/2012; 160 HOURS/ MONTH; OWNER. 2.)NAME OF OTHER BUSINESS: FULL THROTTLE DEVELOPMENT, LLC INVESTMENT RELATED: NO, ADDRESS: SAME AS RESIDENTIAL LOCATION, NATURE OF BUSINESS: REAL ESTATE, START DATE: 12/2022, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: RENT REAL ESTATE, MANAGEMENT OF PROPERTIES; 3.) NAME OF OTHER BUSINESS: NOTARY PUBLIC COMMISSION; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: NOTARIZING DOCUMENTS ; START DATE: 01/2008; POSITION/TITLE/RELATIONSHIP: NOTARY ; APX NUMBER OF HOURS PER WEEK: VARIES ; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: NOTARIZING DOCUMENTS ; 4) NAME OF OTHER BUSINESS: KADLETZ WEALTH MANAGEMENT, LLC , INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: EXPENSE MANAGEMENT, START DATE:09/2012, POSITION/TITLE/RELATIONSHIP: OWNER/PRESIDENT, APX NUMBER OF HOURS PER WEEK: 10, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: PAYS BILLS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-03 |
Reach out to this advisor