Best Investors
Account
Sign in
Best Investors
Account
Sign in
220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-12 |
| CA | RA | APPROVED | 2024-07-22 |
| MN | RA | APPROVED | 2024-07-22 |
| WI | RA | APPROVED | 2018-07-18 |
Branch Locations
220 S. Sixth Street Suite 300, Minneapolis, MN 55402-4505 • UNITED STATES
3125 John Joanis Drive, Stevens Point, WI 54482 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carroll Property Management | Rudolph | WI | 03/2003 | Present |
| Cliftonlarsonallen Wealth Adviors, Llc | Stevens Point | WI | 01/2014 | Present |
| Cliftonlarsonallen Llp | Stevens Point | WI | 11/2023 | Present |
1. JOINTLY OWN A PROPERTY MANAGEMENT BUSINESS WITH MY HUSBAND :CARROLL PROPERTY MANAGEMENT LLC AT 1325 COUNTY RD DD, RUDOLPH, WI 54475. I AM THE MANAGER AND RESPONSIBLE FOR THE BOOKKEEPING PORTION OF THE BUSINESS. THIS INVOLVES 6-10 HOURS PER MONTH OF MY TIME AND IS DONE OUTSIDE OF THE SECURITIES TRADING HOURS OF THE DAY. 2. BOARD MEMBER FOR THE WISCONSIN RAPIDS CONVENTION AND VISITORS BUREAU; 840 GOODMAN AVE., SUITE 103, WISCONSIN RAPIDS, WI; I PROMOTE THE WISCONSIN RAPIDS AREA TO OUTSIDE TOWNS/AREA; NOT INVESTMENT RELATED; START DATE: 01/2013; 3-4 HOURS PER MONTH WITH NONE DURING TRADING HOURS; NO COMPENSATION RECEIVED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-14 |
Reach out to this advisor