Best Investors
Account
Sign in
Best Investors
Account
Sign in
282 E. Wayzata Blvd.,, Wayzata, MN 55391-1621 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-03 |
| MN | RA | APPROVED | 2019-12-04 |
| WI | RA | APPROVED | 2019-12-04 |
Branch Locations
282 E. Wayzata Blvd.,, Wayzata, MN 55391-1621 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| South-Pit Llc | Grand Rapids | MN | 01/2005 | Present |
| Valmark Securities, Inc, | Akron | OH | 09/2008 | Present |
| Business & Estate Adv. | Wayzata | MN | 08/2008 | 01/2019 |
| Business & Estate Advisers, Inc | Wayzata | MN | 01/2019 | Present |
| B&E Pension Advisers, Inc. | Wayzata | MN | 01/2019 | Present |
| B&E Investment Advisers, Inc. | Wayzata | MN | 01/2019 | Present |
1. SINCE 1/2005 GENERAL MEMBER AND 1/6 OWNER WITH MY BROTHERS/SISTERS OF SOUTHPIT LLC. A GRAVEL PIT LOCATED IN GRAND RAPIDS MN; 40HRS/YR, NONE DURING DAY; BOOKKEEPING DUTIES; NOT INVESTMENT RELATED. 2.Business & Estate Advisers, Inc.; Wayzata, MN; investment related; 10% owner; vice president; income reported via k-1 each year. 3. B&E Pension Advisers, Inc.; Wayzata, MN; 10% owner; Vice president; third party administrator for retirement plants; investment related; ownership earnings reported via K-1. 4. B&E Investment Advisers, Inc.; Wayzata, MN; 10% owner; Vice president; Registered investment adviser operations; investment related; ownership earnings reported via K-1.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-07-18 |
Reach out to this advisor