Best Investors
Account
Sign in
Best Investors
Account
Sign in
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Fenton, MI • United States
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 |
|---|---|---|---|---|
| Horter Investment Management | Cincinnati | OH | 06/2017 | 02/2020 |
| Milestone Retirement | Fenton | MI | 07/1980 | Present |
| Simplicity Wealth, Llc | Holland | MI | 02/2020 | 07/2021 |
| Gradient Advisors Llc | Arden Hills | MN | 03/2022 | Present |
1. Milestone Wealth Management 123, LLC | Investment Related | 220 Hillview Terrace Fenton MI 48430 | Advisory | Owner | Investment Advisor Representative | 03/2022 | 80hr/mo | 80hrs/mo during trading | Advisory Services 2. Milestone Retirement | Investment Related | 220 Hillview Terrace Fenton MI 48430 | Insurance | Owner | Agent | 03/2022 | 80hr/mo | 4hrs/mo during trading | Insurance Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-27 |
Reach out to this advisor