Best Investors
Account
Sign in
Best Investors
Account
Sign in
201 2Nd Street South, Hudson, WI 54016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2020-09-16 |
| WI | RA | APPROVED | 2020-09-16 |
Branch Locations
201 2Nd Street South, Hudson, WI 54016 • United States
909 Vermillion Street Suite 110, Hastings, MN 55033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Hudson | WI | 11/2007 | 09/2020 |
| Northwestern Mutual Investment Services, Llc | Hudson | WI | 09/2009 | 09/2020 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2009 | 09/2020 |
| Leverty Financial Group, Llc | Hudson | WI | 09/2020 | Present |
| Leverty And Associates | Hudson | WI | 01/2015 | 12/2020 |
| Lfg Risk Services, Llc | Hudson | WI | 09/2020 | 06/2024 |
| Lfg Tax, Llc | Hudson | WI | 01/2024 | 06/2024 |
| Keene Wealth Management | Hastings | MN | 07/2024 | Present |
9/2020; VARIOUS INSURANCE COMPANIES; INSURANCE AGENCY; ASSOCIATE; INVESTMENT RELATED; LIFE, ACC & HEALTH; APPROXIMATELY LESS THAN 10 HOURS A MONTH IS SPENT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-28 |
Reach out to this advisor