Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-10-31 |
Branch Locations
7025 N Scottsdale Rd Ste 115 &110, Scottsdale, AZ 85253 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | Denver | CO | 07/2011 | 03/2017 |
| Massmutual Life Insurance Co | Scottsdale | AZ | 07/2016 | 11/2019 |
| Mml Investors Services, Llc | Scottsdale | AZ | 03/2017 | 12/2019 |
| Independent Financial Group | Sun City West | AZ | 12/2019 | 09/2025 |
| Eclectic Advisors | Phoenix | AZ | 05/2025 | Present |
| Cetera Investment Advisers Llc | Schauburg | IL | 10/2025 | Present |
| Cetera Advisors Llc | St Cloud | MN | 10/2025 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 11/2001 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: WILDE WEALTH HEALTH INSURANCE INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INSURANCE IMO START DATE: 09/2025 POSITION/TITLE/RELATIONSHIP: INSURANCE PRODUCER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: SALE OF HEALTH INSURANCE; 3. NAME OF OTHER BUSINESS: ECLECTIC ADVISORS INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FAMILY ESTATE PLANNING COMMISSIONS START DATE: 05/2025 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: FEES PAID OUT TO THIS ENTITY; 4. NAME OF OTHER BUSINESS: WILDE WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 09/2025 POSITION/TITLE/RELATIONSHIP: FINANCIAL PLANNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 8 BRIEF DESCRIPTION OF DUTIES: REP FOR BOOK OF BUSINESS;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-10 |
Reach out to this advisor