Best Investors
Account
Sign in
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2016-04-27 |
Branch Locations
Grand Blanc, MI • United States
7300 Dixie Hwy Suite 800, Clarkston, MI 48346 • 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 |
|---|---|---|---|---|
| Kestra Advisory Services, Llc | Davison | MI | 04/2016 | Present |
| Kestra Investment Services, Llc | Davison | MI | 10/2014 | Present |
Business Name: Brass Ring Wealth Management Investment Related: Yes Address: 7026 W. Vienna Rd. Clio MI 48420 Nature of Business: Investment Advisory (RIA, IAR, Financial Planning, etc.) Position, Title or Relationship: Other,Agent Start Date: 6/1/2005 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Investment Advice Business Name: ELGA Investment & Insurance Services Investment Related: Yes Address: 7026 W. Vienna Rd. Clio MI 48420 Nature of Business: Investment Advisory (RIA, IAR, Financial Planning, etc.) Position, Title or Relationship: Partner Start Date: 6/1/2005 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Investment advice Business Name: ELGA Wealth Management Investment Related: Yes Address: 7026 W. Vienna Rd. Clio MI 48420 Nature of Business: Investment Advisory (RIA, IAR, Financial Planning, etc.) Position, Title or Relationship: Partner Start Date: 6/1/2005 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Providing Investment Advice to clients Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Business Name: Ohlson Group Investment Related: No Address: 11611 N Meridian St Carmel IN 46032 Nature of Business: Insurance Position, Title or Relationship: Insurance Agent Start Date: 1/1/2005 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Selling fixed insurance products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-13 |
Reach out to this advisor