Best Investors
Account
Sign in
622 Roosevelt Road Suite 160, St. Cloud, MN 56301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-10-16 |
Branch Locations
622 Roosevelt Road Suite 160, St. Cloud, MN 56301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services Llc | Saint Cloud | MN | 04/2018 | 02/2019 |
| Joshua Longnecker | Saint Cloud | MN | 12/2014 | 05/2018 |
| Northwestern Mutual Insurance Company | Milwaukee | WI | 05/2018 | 02/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 02/2019 | 02/2019 |
| Ais Planning | Saint Cloud | MN | 03/2019 | 05/2023 |
| Great Valley Advisor Group | Minnetonka | MN | 05/2023 | 08/2023 |
| Ais Planning | Saint Cloud | MN | 10/2023 | 01/2025 |
| Elevate Collective, Llc | Sartell | MN | 04/2023 | Present |
| Ais Planning | Saint Cloud | MN | 01/2025 | Present |
1.) Elevate Collective, LLC; Non Investment Related; 609 Kendall Ct. Sartell, MN 56377; Marketing consultant; Owner/President; Start Date 4/30/2023; 10 hours/month with 0 hours/month during securities trading hours; Marketing consulting, speaking, brand awareness, content writing, scripting and video creation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-02 |
Reach out to this advisor