Best Investors
Account
Sign in
433 Main Street, Green Bay, WI 54301-5114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-07-03 |
Branch Locations
433 Main Street, Green Bay, WI 54301-5114 • UNITED STATES
80 S 8Th St, Suite 214, Minneapolis, MN 55402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Irvine | CA | 03/2016 | 12/2025 |
| Associated Trust Company | Minneapolis | MN | 05/2026 | Present |
| Outside Business Activities | Minnetonka | MN | 12/2025 | 05/2026 |
| Associated Investment Services, Inc. | Green Bay | WI | 07/2026 | Present |
1. Yoga Teacher; not investment-related; Minnetonka, MN yoga teacher; Teacher; 10/12/2021; 16 hours/month; two weekend class per week); 0 hours/trading; checking students in and teaching yoga class. 2. Southridge LLC; Investment- Related; Minnetonka, MN 55305; Rental Property; Owner; Owner; 03/2015; 1 hour/month; 0 hours/trading hours; Collecting Rent, arrange for services as it comes up 3. Lanewood LLC; Investment- Related; Plymouth, MN 55447; Rental Property; Owner; Owner; 03/2015; 1 hour/month; 0 hours/trading hours; Collecting Rent, arrange for services as it comes up 4. Penny Planters, LLC; Investment-Related; Minnetonka, MN 55305; Education for new homeowners; President/Owner; 01/2026; 0 hours/trading hours; Intention-empowering new homeowners to manage their home wisely. OBA was created when RR was between jobs; it is not active.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-02-19 |
Reach out to this advisor