Best Investors
Account
Sign in
Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-19 |
| WI | RA | APPROVED | 2023-11-03 |
Branch Locations
1818 Parmenter St., Ste. 300, Middleton, WI 53562-3170 • United States
Middleton, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2011 | 11/2023 |
| Ameriprise Financial Services, Llc | Middleton | WI | 11/2023 | Present |
Business Ownership; BLP Wealth Management LLC; Owner; Manage Ameriprise Business; 4763 Sunset Ridge Dr, , Middleton, WI, 53562; Investment-Related; 10/16/2023; 10 to 19 hours per month; 1 to 9 during trading hours / BLP Cellars; Owner; Retail; 1818 Parmenter St, Suite 300 Office #6, Middleton, WI, 53562; Not Investment-Related; 01/01/2025; 1 to 9 hours per month; 0 during trading hours / BLP Accounting; Owner; Tax Preparation; 1818 Parmenter St, Ste 300, Middleton, WI, 53562; Not Investment-Related; 01/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; BLP Wealth Management; Member; Manage advisory business; 1818 Parmenter St, Suite 300, Middleton, WI, 53562; Investment-Related; 10/16/2023; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-26 |
Reach out to this advisor