Best Investors Account Sign in
Current Employers
Interactive Financial Advisors

100 Batson Ct. Suite 104, New Lenox, IL 60451 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-04-23
  • WI RA
    APPROVED
    Since 2025-04-23

Branch Locations

1401 Main Street, Onalaska, WI 54650 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Newport Group Lacrosse WI 09/2013 04/2019
Brooklight Place Securities, Inc. Downers Grove IL 04/2019 Present
Interactive Financial Advisors Chicago IL 11/2019 Present
Fortune Financial Services Monaca PA 09/2020 Present
  • 09/2013 → 04/2019
    Newport Group
    Lacrosse, WI
  • 04/2019 → Present
    Brooklight Place Securities, Inc.
    Downers Grove, IL
  • 11/2019 → Present
    Chicago, IL
  • 09/2020 → Present
    Fortune Financial Services
    Monaca, PA
Previous Registrations
  • 2008-04-03 → 2010-07-27
    Wells Fargo Investments, Llc
    Lacrosse, WI
Other Businesses

1)NAME OF BUSINESS: Financialoscopy Inc.; NATURE OF BUSINESS: SALES & SERVICE OF FIXED INSURANCE; LOCATION: 1401MAIN STREET, STE 101, ONALASKA, WI 54650; TITLE: OPERATIONS & RESEARCH SPECIALIST; START DATE: 4/2019; APPROXIMATE NUMBER OF HOURS PERMONTH: 10; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: 3. 2) NAME OF BUSINESS: INTERACTIVEFINANCIAL ADVISORS; NATURE OF BUSINESS: REGISTERED INVESTMENT ADVISOR; LOCATION: 100 Batson Court, Suite 104,New Lenox IL 60451; TITLE: REGISTERED INVESTMENT ADVISOR REPRESENTATIVE; START DATE: 04/2019; APPROXIMATENUMBER OF HOURS PER MONTH: 80; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: 5.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-03-02
S63 Uniform Securities Agent State Law Examination 2019-09-16
S66 Uniform Combined State Law Examination 2008-04-02
  • S65 Uniform Investment Adviser Law Examination
    2020-03-02
  • S63 Uniform Securities Agent State Law Examination
    2019-09-16
  • S66 Uniform Combined State Law Examination
    2008-04-02
Other Names
  • Nate Becker

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Onalaska, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor