Best Investors
Account
Sign in
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-02-19 |
Branch Locations
1361 21St Ave N Suite 107-B, Myrtle Beach, SC 29577 • United States
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • 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 |
|---|---|---|---|---|
| Palmetto Wealth Planning (Formerly Tunnell Financial) | Myrtle Beach | SC | 06/2001 | Present |
| Brookstone Capital Management | Wheaton | IL | 03/2013 | 02/2025 |
| Gradient Advisors, Llc | Arden Hills | MN | 02/2025 | Present |
1. Palmetto Wealth Planning | Investment Related | 1361 21st Ave N Suite 107-B Myrtle Beach SC 29577 | Financial Planning | Owner | Investment Advisor Representative | 02/2025 | 160hrs/mo | 160hrs/mo during trading | Advisory and Insurance services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-15 |
Reach out to this advisor