Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED | 2024-01-19 |
| WA | RA | APPROVED | 2024-01-19 |
Branch Locations
2001 Killebrew Dr Suite 140, Bloomington, MN 55425 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Minneapolis | MN | 04/2011 | 09/2017 |
| Questar Capital Corporation | Minneapolis | MN | 09/2017 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 09/2017 | 03/2019 |
| Woodbury Financial Services, Inc. | Bloomington | MN | 03/2019 | 01/2024 |
| Woodbury Financial Services, Inc. | Bloomington | MN | 03/2019 | 01/2024 |
| Osaic Wealth, Inc. | Bloomington | MN | 01/2024 | Present |
1) RIVERLINK FINANCIAL ADVISORS POSITION: Investment Advisor Representative. NATURE: Provide investment advisory accounts to current and new clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 20 START DATE: 09/28/2017 ADDRESS: 10800 Lyndale Ave S #126, Bloomington MN 55420, United States DESCRIPTION: Create investment proposals for new and existing clients, make adjustments to portfolios, rebalancing portfolios and meeting with clients to review their risk tolerance and suitability 2) RIVERLINK FINANCIAL ADVISORS POSITION: Financial Advisor NATURE: Insurance sales including, Fixed annuities, Long term care, Life insurance(Term, Universal, Whole), Disability insurance INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 09/28/2017 ADDRESS: 10800 Lyndale Ave S #126, Bloomington MN 55420, United States DESCRIPTION: Run illustrations, develop proposals and meet with clients to review in force life policies. 3) TEAM GILBOA POSITION: Ski Racing Coach NATURE: Team Gilboa ski team is a 501C. They are an organization that teaches kids to ski raceand snowboard. INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2019 ADDRESS: 5301 Edina Industrial Blvd, Suite #6, Edina MN 55439, United States DESCRIPTION: I am going to be a skicoach part time. I will meet the kids at Hyland hills in Bloomington. in addition to instructing I will also be setting up racing equipment and taring down equipment at the end of the night. 4) DECS.3D POSITION: Custodian owner NATURE: LLC with an operating agreement that i will be the custodian until the minor is old enough to legally run the LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/17/2025 ADDRESS: 202 N Cedar Ave, Owatonna MN 55060, United States DESCRIPTION: I am the custodial parent of minor child owned business. I serve as the custodial operator of the business because the individual who started the Business is a minor and cannot enter into legal agreements because of his age. I will provide guidance and support to help operate the business activities when needed
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-05-14 |
Reach out to this advisor