Best Investors
Account
Sign in
672 Main Street Suite 300, Lafayette, IN 47901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2020-06-11 |
Branch Locations
801 Shelby St. Suite 204, Indianapolis, IN 46203 • United States
2705 S Berkley Rd Suite 1B, Kokomo, IN 46902 • United States
672 Main Street Suite 300, Lafayette, IN 47901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goelzer Investment Management | Indianapolis | IN | 09/2015 | 05/2020 |
| Bcgm Wealth Management, Llc | Lafayette | IN | 05/2020 | Present |
| Marian University | Indianapolis | IN | 01/2020 | Present |
1. Aurora Properties, Owner, Real Estate Ownership, Equity Distributions, no time during trading hours. 2. Aurora Financial Strategies, Owner, Chief Investment Officer, Receives Compensation from Ownership, Time spent is 5 hours a month 3. Marian University, Adjunct Professor, Less than 5% of time per month. Non-investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-30 |
Reach out to this advisor