Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-03-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hermening Financial Group | Wausau | WI | 02/2014 | 01/2018 |
| First Allied Securities, Inc. | San Diego | CA | 02/2014 | 01/2018 |
| Futurity First Insurance Group | Rothschild | WI | 02/2018 | 02/2025 |
| Securities America, Inc. | Rothschild | WI | 01/2020 | 07/2020 |
| Woodbury Financial Services Inc | Wausau | WI | 03/2022 | 04/2022 |
| Mary Kay, Inc. | Rothschild | WI | 12/2019 | Present |
| Elite Retirement Group, Inc. | Plover | WI | 04/2022 | 03/2023 |
| Drach Elder Law Center | Wausau | WI | 12/2018 | 04/2020 |
| Marathon Bank | Wausau | WI | 10/2020 | 01/2022 |
| Peoplelink Staffing Solutions | West Dundee | IL | 08/2023 | 12/2024 |
| Sequent Planning, Llc | Rothschild | WI | 09/2023 | 02/2025 |
| Marathon Parks And Recreation | Wausau | WI | 04/2018 | 10/2020 |
| Ameriprise Financial Services, Llc | Wausau | WI | 01/2025 | Present |
| Covenant Community Presbyterian Church | Schofield | WI | 12/2023 | Present |
| St. John The Baptist Episcopal Church | Wausau | WI | 07/2024 | 02/2025 |
Outside Employment; Covenant Community Presbyterian Church; A/P and A/R and processing payroll; 501(c) non profit (church); 1806 Weston Ave, , Schofield, WI, 54476; Not Investment-Related; 12/01/2023; 60 hours per month; 20 to 39 during trading hours / Mary Kay; Consultant only status; Retail; 107 Florence Street, , Rothschild, WI, 54474; Not Investment-Related; 09/01/2018; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-19 |
| S65 | Uniform Investment Adviser Law Examination | 2022-08-29 |
Reach out to this advisor