Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED | 2023-06-29 |
Branch Locations
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 |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Rapid City | SD | 08/2011 | 05/2019 |
| Point Wealth Advisors | Rapid City | SD | 05/2019 | Present |
| West River Estate And Financial Planning Council | Rapid City | SD | 08/2017 | 03/2020 |
| Cetera Wealth Services, Llc | El Segundo | CA | 05/2019 | Present |
| Broadhead, Llc | Rapid Citys | SD | 05/2019 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Broadhead Land Co, Llc | Rapid City | SD | 07/2026 | Present |
(1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 2/2019 APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES, AND LONG-TERM CARE (2) NAME OF OTHER BUSINESS: POINT WEALTH ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 5/2019 POSITION/TITLE/RELATIONSHIP: OWNER AND FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: OWNER AND FINANCIAL ADVISOR ; (3) NAME OF OTHER BUSINESS: BROADHEAD, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA FOR TAX PURPOSES; START DATE: 5/2019; POSITION/TITLE/RELATIONSHIP: CO-OWNER; APX NUMBER OF HOURS PER WEEK: NONE; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: OWNER, DBA FOR TAX PURPOSES; (4) NAME OF OTHER BUSINESS: ADVISORNET FINANCIAL; INVESTMENT RELATED: NO; ADDRESS: 701 4TH AVE S SUITE 1500 MINNEAPOLIS, MN 55415; NATURE OF BUSINESS: BOARD OF DIRECTORS; START DATE: 9/2022; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER ; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: VOTE AND DISCUSS BUSINESS OF THE FIRM; (5) NAME OF OTHER BUSINESS: LEGACY HILLS INVESTMENTS LLC; INVESTMENT RELATED: NO; ADDRESS: 1719 WEST MAIN ST. SUITE 202 RAPID CITY, SD 57702; NATURE OF BUSINESS: REAL ESTATE; START DATE: 4/2025; POSITION/TITLE/RELATIONSHIP:CO-OWNER/PARTNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: REAL ESTATE DEVELOPMENT; (6) NAME OF OTHER BUSINESS: MAJ, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: HOLDING COMPANY; START DATE: 07/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ENTITY FOR MARKETING PURPOSES; 7) NAME OF OTHER BUSINESS: BROADHEAD LAND CO, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REAL ESTATE RENTAL; START DATE: 7/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: REAL ESTATE RENTAL;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-31 |
Reach out to this advisor