Best Investors
Account
Sign in
720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-21 |
Branch Locations
500 E Broward Blvd Ste 2000, Ft Lauderdale, FL 33394 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 12/2011 | Present |
| Northwestern Mutual Investment Services, Llc | Seattle | WA | 10/2012 | 02/2019 |
| R.O. Stevens And Associates | Lakewood | WA | 01/2008 | 12/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | Present |
| Northwestern Mutual Investment Services, Llc | Ft Lauderdale | FL | 02/2019 | Present |
| Flagler Village Crossfit | Fort Lauderdale | FL | 03/2023 | Present |
1. May earn commissions from from insurance companies not affiliated with Northwestern Mutual for sales of non-variable life, health, annuity, and/or disability income insurance products. 2. COACH, CHARACTERSTRONG, LLC, LOCATION VARIES - WASHINGTON, 98390, UNITED STATES OF AMERICA, NON-BUSINESS RELATED, START DATE: 11/20/2017, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, COACH FOR THE CHARACTER DEVELOPMENT CURRICULum; 100% owner Grant Stevens Speaking, LLC 3. CROSSFIT TRAINER, FLAGLER VILLAGE CROSSFIT, 616 NW 2ND AVE, FORT LAUDERDALE, , FLORIDA, 33311, UNITED STATES OF AMERICA, GENERAL EMPLOYMENT, START DATE: 03/07/2023, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, COACH - LEADING FITNESS CLASSES 4. OWNER, EGS INSURANCE SERVICES LLC, LEGAL ENTITY WMC COMPENSATION AND EA EMPLOYMENT, START DATE: 1/28/2026, HOURS PER MONTH: 21-40, HOURS DURING SECURITIES TRADING HOURS: 21-40, ESTABLISHED FOR BUSINESS PURPOSES; INVESTMENT-RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-06 |
Reach out to this advisor