Best Investors
Account
Sign in
Best Investors
Account
Sign in
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-12-08 |
Branch Locations
209 Franklin St Suite 100, Cedar Falls, IA 50613 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Reinbeck | IA | 10/2013 | 09/2017 |
| Lincoln Savings Bank | Reinbeck | IA | 10/2013 | 09/2017 |
| L.M. Kohn & Company | Cincinnati | OH | 09/2017 | 12/2025 |
| Financial Designs Wealth Advisors | Cedar Falls | IA | 09/2017 | 12/2025 |
| Wealth Enhancement Group | Cedar Falls | IA | 12/2025 | Present |
| Wealth Enhancement Advisory Services | Cedar Falls | IA | 12/2025 | Present |
| Wealth Enhancement Brokerage Services | Cedar Falls | IA | 12/2025 | Present |
WEALTH ENHANCEMENT ADVISORY SERVICES - INVESTMENT ADVISOR REPRESENTATIVE - CEDAR FALLS, IA. PROVIDE INVESTMENT ADVICE FOR A FEE. 120 HOURS PER MONTH, 10 HOURS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-01 |
Reach out to this advisor