Best Investors
Account
Sign in
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2023-03-08 |
Branch Locations
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Marion, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kokesh Financial Stategies, Inc | Marion | IA | 09/1992 | Present |
| Gradient Advisors, Llc | Shoreview | MN | 03/2011 | Present |
1) dba KOKESH FINANCIAL STATEGIES, INC. Investment related; 8900 C Ave NE #422 Marion IA 52302; ADVISORY AND INSURANCE RELATED ACTIVITY; 3/2010 - PRESENT; 2) Insured Philanthropic Contracts; Charitable Gift Annuities through Metropolitan Life; Representative; Start Date 2007; 10/month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-19 |
Reach out to this advisor