Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-10-09 |
| WI | RA | APPROVED | 2011-10-11 |
Branch Locations
1516 W. Main Street, Sun Prairie, WI 53590 • United States
601 South Main St., Deforest, WI 53532 • United States
640 Division Street, Stevens Point, WI 54481 • 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 |
|---|---|---|---|---|
| Old National Bank (Formerly: Anchor Bank) | Sun Prairie | WI | 03/2001 | Present |
| Lpl Financial Llc | Sun Prairie | WI | 10/2011 | Present |
1. 3/12/2024 - Old National Bank / ONI Wealth Mgmt - Non-Investment Related - At Reported Business Location(s) - Financial Institution Duty - Financial Advisor - Started 10/19/2023 - 1 Hr/Mo During Securities Trading 2. 04/01/2025- Old National Wealth Advisors- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 4/1/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-19 |
Reach out to this advisor