Best Investors
Account
Sign in
226 W. Eldorado, Decatur, IL 62522 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2008-09-08 |
Branch Locations
100 E. Walton Street Suite #40 D, Chicago, IL 60611 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Planners, Inc. | Decatur | IL | 09/2008 | Present |
| Ipi Asset Management, Inc. | Decatur | IL | 09/2008 | Present |
1-STOCKBRIDGE FINANCIAL LLC - 100 E WALTON ST #40D, CHICAGO, IL 60611 - TAX FILING & PREPARATION - OWNER/PRESIDENT - I STARTED THE FIRM 12/98 TO PRESENT - 20 TO 50 HRS./MONTH JAN. TO APRIL - O HRS./MONTH DURING TRADING HRS. - I HOLD THE MARKS OF CFP AND FILE TAXES. 2-CHICAGO BOARD OF ELECTIONS - REPUBLICAN ELECTION JUDGE - 11/08 - 69 W WASHINGTON ST #600/800 CHICAGO, IL; COMPENSATION ON ELECTION DAY, 140 HRS IN DURING ELECTION TIMES. 3-SCHLESINGER/FOCUS POINTE GLOBAL - FOCUS GROUP ATTENDEE - 01/14 - RECEIVES FEE FOR BEING FOCUS GROUP PARTICIPANT; 0-2 HRS PER MONTH / 0 DURING TRADING HOURS 4-US CENSUS WORK - DURING CENSUS YEARS - 12 HRS PER WEEK DURING 3 MONTH CENSUS TIME 5-Insurance sale of fixed and indexed product, 9/2008, 1 hours per week and 1/2 hour per week during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-02-08 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-10 |
Reach out to this advisor