Best Investors
Account
Sign in
Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-09-01 |
| MS | RA | APPROVED | 2023-09-01 |
| WI | RA | APPROVED | 2023-09-01 |
Branch Locations
1200 N Mayfair Rd Suite 300, Milwaukee, WI 53226 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Mml Investors Services, Llc | Milwaukee | WI | 03/2017 | 11/2017 |
| Msi Financial Services | Milwaukee | WI | 07/2016 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 11/2017 |
| Sagepoint Financial, Inc | Milwaukee | WI | 11/2017 | 09/2023 |
| Osaic Wealth, Inc. | Milwaukee | WI | 09/2023 | Present |
1. HIGH POINT CAPITAL GROUP, INC. POSITION: Shareholder NATURE: S Corp. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/08/2017 ADDRESS: 1200 N Mayfair, Ste 300, Milwaukee WI 53226, United States DESCRIPTION: Attending shareholder meetings 2. MATTHEW LOVERINE POSITION: independent insurance agent NATURE: individual INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/21/2017 ADDRESS: 1200 N Mayfair Rd, Suite 300, Milwaukee WI 53226-0000, United States DESCRIPTION: Medicare supplements and fixed protection projects to meet client needs. This is done through crump. 3. THOMEY FINANCIAL SERVICES POSITION: owner NATURE: sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 10/15/2025 ADDRESS: 5717 8th Ave, Kenosha WI 53140, United States DESCRIPTION: Meet clients, advise, portfolio design, financial planning. 4. LOVERINE AND ASSOCIATES LLC POSITION: Owner/President NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/13/2026 ADDRESS: 1460 Woodlawn Circle, Elm Grove WI 53122, United States DESCRIPTION: Owner - Account set up for payroll/tax purposes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-08 |
Reach out to this advisor