Best Investors
Account
Sign in
Best Investors
Account
Sign in
145 South Wells, Ste 1301, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-01-16 |
Branch Locations
145 South Wells, Ste 1301, Chicago, IL 60606 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Berthel, Fisher & Company Financial Services, Inc. | Elm Grove | IA | 11/2010 | 05/2022 |
| Great Point Capital, Llc | Chicago | IL | 05/2022 | Present |
| Great Point Advisors, Llc | Chicago | IL | 05/2022 | Present |
| Quincy Wells Capital, Llc | Chicago | IL | 05/2026 | Present |
Jim Beaudoin is the secretary for Parks Edge, a jointly owned property. The address is 9813 Water Street, Ephraim, WI 53211. The start date was 5/17. He plans to spend 1 hr. per month on activities during non-trading hrs. This is not investment related. Jim Beaudoin is head tennis coach at Brookfield Academy High School. The address is 3462 N. Brookfield Rd. Brookfield, WI 53045. The start date was 4/23. He plans to spend 28hrs. per month, during the season, on activities during non-trading hrs. This is not investment related. James Beaudoin is a high-performance track coach for Road America. The address of Road America is N 7390 WI-67, Plymouth, WI 53073. The start date is June 2025. His duties will be Instructor for physics and dynamics of precision driving, and he plans to spend 0 hours per month during normal trading hours and 9 hours per month outside of normal trading hours. This is not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-26 |
Reach out to this advisor