Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-06 |
| MI | RA | APPROVED | 2023-10-10 |
Branch Locations
207 S Saginaw St, Saint Charles, MI 48655-1428 • United States
218 S. Washington Ave., Ste. 100, Saginaw, MI 48607-1243 • United States
Saginaw, MI • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Saginaw | MI | 03/2008 | 11/2017 |
| The Huntington Investment Company | Saginaw | MI | 02/2017 | 11/2017 |
| Cetera Investment Services Llc | St.CLoud | MN | 11/2017 | 10/2021 |
| Cetera Investment Advisers Llc | Saginaw | MI | 11/2017 | 10/2021 |
| Tcf National Bank | Saginaw | MI | 11/2017 | 10/2021 |
| The Huntington Investment Company | Columbus | OH | 10/2021 | 06/2022 |
| The Huntington Investment Company | Columbus | OH | 06/2022 | 09/2023 |
| Ameriprise Financial Services, Llc | Saint Charles | MI | 10/2023 | Present |
| Choiceone Wealth Management | St Charles | MI | 04/2025 | Present |
Outside Employment; choiceone bank; Financial Advisor; Dual bank program/financial advisor; 207 S Saginaw St, , St Charles, MI, 48655; Investment-Related; 04/16/2025; 40 to 59 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-18 |
Reach out to this advisor