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 |
|---|---|---|---|
| WA | RA | APPROVED | 2026-02-24 |
| FL | RA | APPROVED | 2025-01-06 |
| TX | RA | APPROVED | 2017-07-06 |
| WI | RA | APPROVED | 2017-03-03 |
Branch Locations
10401 West Innovation Drive Suite 300, Wauwatosa, WI 53226 • United States
220 S. Sixth Street Suite 300, Minneapolis, MN 55402-4505 • UNITED STATES
220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Russell Investments | Seattle | WA | 11/2010 | 02/2017 |
| Cliftonlarsonallen Wealth Advisors, Llc | Milwaukee | WI | 03/2017 | Present |
The applicant and wife own two duplexes. They rent one out exclusively. Rent out 1/2 of second duplex and live in the other 1/2. The applicant earns $7-8,000 annually with minimal hours devoted to this activity outside of trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-06 |
Reach out to this advisor