Best Investors
Account
Sign in
Best Investors
Account
Sign in
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-24 |
| WI | RA | APPROVED | 2000-06-01 |
Branch Locations
951 Kimball Lane Suite 110, Verona, WI 53593 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 05/2000 | Present |
| Wealth Strategies Of Wisconsin, Ltd. | Verona | WI | 01/2006 | Present |
1. WOSPEC, INC. - 51% OWNER OF CONSTRUCTION COMPANY, NOT A TBRANCH LOCATION, NOT INVESTMENT RELATED. 2. FIXED INSURANCE SALES AT BRANCH LOCATION, INVESTMENT RELATED. 3. POWER OF ATTORNEY FOR FAMILY MEMBERS, NOT AT BRANCH LOCATION, NOT INVESTMENT RELATED. 4. WEALTH STRATEGIES OF WISCONSIN, LTD. - PRESIDENT AND SOLE OWNER OF ENTITY CREATED FOR SECURITIES AND INSURANCE BUSINESS, INVESTMENT RELATED. 5. OWNING AND RENTING OUT A SINGLE FAMILY HOME AS CO-OWNER; NON-INVESTMENT RELATED. 6. NOTARY PUBLIC; NON-INVESTMENT RELATED; CONDUCTED AT BRANCH 7. CO-TRUSTEE FOR GRANDMOTHER IN LAW; LOCATED IN VERONIA, WI; AS OF 2/5/2019; 0% OF TIME SPENT DURING BUSINESS HOURS; NOT CONDUCTED AT BRANCH LOCATION; NOT INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-07-17 |
Reach out to this advisor