Best Investors
Account
Sign in
Best Investors
Account
Sign in
Eden Prairie, MN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2024-03-23 |
| MN | RA | APPROVED | 2021-09-13 |
Branch Locations
2 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 |
|---|---|---|---|---|
| Td Ameritrade | Minneapolis | MN | 04/2010 | 10/2020 |
| Belpointe Asset Management | Reno | NV | 01/2021 | 12/2021 |
| Crest Risk Management | Greenwich | CT | 12/2021 | 10/2023 |
| Elevation Wealth Management | Eden Prairie | MN | 06/2021 | Present |
| Belpointe Insurance Llc | Reno | NV | 01/2021 | 12/2021 |
| Wingman Strategic Partners, Llc | Carlsbad | CA | 10/2023 | 02/2025 |
| Halo Investing Insurance Services, Llc | Chicago | IL | 02/2025 | Present |
1) HALO INVESTING INSURANCE SERVICES, LLC, POSITION: INSURANCE PRODUCER, NON-INVESTMENT RELATED: NO NUMBER OF HOURS: 5/WK: 5 HOURS DURING TRADING HOURS; START DATE: 02/2025; INSURANCE SALES; ADDRESS: 130 S Jefferson St, Chicago, IL 60661; DESCRIPTION: Insurance Sales 2) PLATINUM SIX, LLC; INVESTMENT RELATED; 15593 MICHELE LANE, EDEN PRAIRIE, MN 55346; REAL ESTATE MANAGEMENT and Investments 04/14/2014; 1 HOUR/MONTH; 0 HOURS DURING TRADING HOURS; Indirect ownership (spousal owned company) leads to TAX,FINANCIAL, AND NEGOTIATIONS CONSULTING; 3) AVAIL ACADEMY, NON-INVESTMENT RELATED, 4015 ENGLEWOOD AVENUE S, EDINA, MN 55416, NATURE:, NON-PROFIT BOARD MEMBER 4) ALPHASIGHTS, Position: Consulting Firm (Non-Investment Related) Number of Hours: 1 hour per month, Start Date: 12/2021, Description: Periodically reach out to conduct a survey with me and they offer payment for insights. 5)TEGUS INC, Position: Consultant (Non-Investment Related), Number of Hours: 1 hour per month, Start Date: 02/2023, Description: Periodically reach out to conduct a survey with me and they offer payment for insights. 6) DIALECTICA, Position: Consultant (Non-Investment Related), Number of Hours: 1 hour per month, Start Date: 02/2025, Description: Periodically reach out to conduct a survey with me and they offer payment for insights. 7) GUIDEPOINT, Position: Consultant (Non-Investment Related), Number of Hours: 1 hour per month, Start Date: 02/2025, Description: Periodically reach out to conduct a survey with me and they offer payment for insights. 8) PROSAPIENT, Position: Consultant (Non-Investment Related), Number of Hours: 1 hour per month, Start Date: 02/2025, Description: Periodically reach out to conduct a survey with me and they offer payment for insights.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-11 |
Reach out to this advisor