Best Investors Account Sign in
Current Employers
Capital Analysts

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2021-06-01
  • MN RA
    APPROVED
    Since 2021-06-01

Branch Locations

Kennedy, MN • United States

Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2014-03-12
  • MN RA
    APPROVED
    Since 2014-03-12

Branch Locations

290 S. Atlantic Avenue Box 811, Hallock, MN 56728 • United States

10700 Old Country Road 15 Suite 300, Minneapolis, MN 55441 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Great American Advisors, Inc. Cincinnati OH 02/2005 Present
Lincoln Investment Hallock MN 08/2010 Present
  • 02/2005 → Present
    Great American Advisors, Inc.
    Cincinnati, OH
  • 08/2010 → Present
    Hallock, MN
Other Businesses

HALLOCK FARMERS MUTUAL FIRE INSURANCE POSITION: BOARD TREASURER NATURE: PROPERTY AND CASUALTY INSURANCE INVESTMENT RELATED: NO NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 0 START DATE: 04/01/1979 ADDRESS: 23 SOUTH SECOND STREET, HALLOCK MN 56728 DESCRIPTION: ATTEND BOARD MEETINGS, APPROVED ANNUAL REPORTS. TAX PREPARATION SERVICES POSITION: OWNER/OPERATOR. NATURE: TAX PREPARATION SERVICES INVESTMENT RELATED: NO NUMBER OF HOURS: 30 INVESTMENT RELATED HOURS: 6 START DATE: 01/01/1978 ADDRESS: 290 SOUTH ATLANTIC AVE, BOX 811, HALLOCK MN 56728 DESCRIPTION: PREPARATION OF INCOME TAX RETURNS FOR CLIENTS. INSURANCE POSITION: Insurance agent NATURE: Life ins, annuity sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1999 ADDRESS: 290 South Atlantic Ave, Box 811, Hallock MN 56728, United States DESCRIPTION: Sales of life insurance and annuity productions; meet with potential and actual clients. JUPITER TOWNSHIP OFFICER POSITION: Director of board NATURE: Township government INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2007 ADDRESS: 2060 310th Ave, Kennedy MN 56733, United States DESCRIPTION: Attend board meetings, approve payments to vendors, review local road conditions and recommend improvements/maintenance. FARM OWNER POSITION: Owner, operator. NATURE: Farming grain INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 04/01/1978 ADDRESS: 1637 320th Avenue, Kennedy MN 56733, United States DESCRIPTION: Maintain farmland and property.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-03-11
S63 Uniform Securities Agent State Law Examination 1998-01-27
  • S66 Uniform Combined State Law Examination
    2014-03-11
  • S63 Uniform Securities Agent State Law Examination
    1998-01-27

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Kennedy, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor