Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-06-14 |
Branch Locations
571 Railroad Ave, Albany, MN 56307 • United States
1161 St Ave North, Freeport, MN 56331 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | Albany | MN | 09/2013 | 06/2024 |
| Securities America Advisors | Albany | MN | 09/2013 | 06/2024 |
| Osaic Wealth, Inc. | Freeport | MN | 06/2024 | Present |
| Osaic Wealth, Inc. | Freeport | MN | 06/2024 | Present |
1. INSURANCE SALES POSITION: agent NATURE: INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 8/2003 - LOCATED AT 571 RAILROAD AVE ALBANY MN 56307 INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 08/01/2003 ADDRESS: 571 RR Ave, PO BOX 308, Albany MN 56307 DESCRIPTION: I sell all lines of insurance relating to life and health insurance including, medicare, supplements, advantage plans, supplemental insurance, index annuities, fixed annuities, long term care, indexed life, universal life, whole life, term life, disability, accident, 2. BOB DETERS LLC POSITION: Building owner/ renter NATURE: Rental Income INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2013 ADDRESS: 571 RR Ave, PO Box 308, Albany MN 56307 DESCRIPTION: Guardian Insurance rents the South side office from me. Money Matters rents the Southeast corner office. **3. POSITION: insurance agent NATURE: Insurance, Medicare plans, Supplement plans, Dental & Vision INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 12/28/2011 ADDRESS: 571 RR Ave, PO Box 308, Albany MN 56307 DESCRIPTION: Health insurance sales, medicare sales, life insurance sales, FIA, Variable annuity sales, fixed annuity sales
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-07-16 |
Reach out to this advisor