Best Investors
Account
Sign in
100 North Broadway, Albert Lea, MN 56007 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-03-21 |
| MN | RA | APPROVED | 2016-08-16 |
Branch Locations
100 North Broadway, Albert Lea, MN 56007 • United States
8200 Commonwealth Drive Suite 200, Eden Prairie, MN 55344 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Intellicents Investment Solutions Inc | Albert Lea | MN | 08/2016 | Present |
| Cetera Advisors | Denver | CO | 12/2016 | 08/2018 |
| Mutual Securities, Inc. | Camarillo | CA | 08/2018 | Present |
1. INTELLICENTS INVESTMENT SOLUTIONS, INC. START DATE: 8/15/2016, 100 NORTH BROADWAY, 1ST FLOOR, ALBERT LEA, MN 56007, CORPORATION, RIA, ADVISOR, AGENT RECOMMEND MANAGED INVESTMENT SOLUTIONS TO CLIENTS THAT HAVE THE NEED, ALSO, MARKET INSURANCE PRODUCTS SUCH AS LIFE, LTC, FIXED ANNUITIES, INVESTMENT RELATED, 80 HOURS PER MONTH, 4 HOURS PER DAY DURING TRADING HOURS. 2. RENTAL PROPERTY, START DATE: 05/2016, 13340 FLAGSTAFF AVENUE, APPLE VALLEY, MN 55124, LANDLORD, PROPERTY OWNER, MANAGE RENTAL PROPERTY INCLUDING MANAGING RENTERS AND MAINTENANCE, NOT INVESTMENT RELATED, 1 HOUR PER MONTH, 0 HOURS PER MONTH DURING TRADING HOURS. 3. BOS Investments, LLC., Start Date: 06/14/2019, 4806 Rutledge St, Prior Lake, MN 55372, Rental Property - 1758 Dayton Ave, St Paul, MN 55104, Owner/Partner 1/6 ownership, Managing tenants of rental property, upkeep of property, collecting rent and paying expenses related to the property, Not Investment Related, 3 hours per month, .1 hour per day during trading hours. 4. Independent Insurance Agent, Start Date: 03/01/2019, 500 Marschall Rd., Ste. 200, Shakopee, MN 55379, LLC, Insurance Sales, Licensed Broker/Insurance Agent, Selling Fixed Insurance solutions as part of the financial planning process, Not Investment Related, 10 Hours per month, 10 Hours per day during trading hours. 5. Prior Lake Mariners Treasurer, Start Date: 05/07/2024, 13952 Nevada Ave., Savage, MN 55378, Prior Lake Mariners Treasurer, Treasurer, Paying Leagues dues and expenses like umpires, collecting fees from players to play and any sponsorship funds, Not Investment Related, 1 Hour per month, 1 Hour per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-12 |
Reach out to this advisor