Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-28 |
| MI | RA | APPROVED | 2024-03-21 |
| FL | RA | APPROVED | 2024-02-02 |
Branch Locations
2501 S Dye Road Suite D, Flint, MI 48532 • United States
1100 East Caro Road, Caro, MI 48723 • United States
4884 Gratiot Road Suite 15, Saginaw, MI 48638 • United States
522 S. Main Street, Frankenmuth, MI 48734 • United States
Oviedo, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sigma Financial Corporation | Ann Arbor | MI | 04/2013 | 01/2019 |
| Sigma Planning Corporation | Ann Arbor | MI | 04/2013 | 01/2019 |
| Cetera Advisors Llc | St Cloud | MN | 01/2019 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2024 | Present |
| Frs Financial Group, Inc. Dba Rummel Wealth Management; | Frankinmuth | MN | 01/2025 | Present |
| Grasel Graphics Inc | Frankinmuth | MN | 01/2025 | Present |
1.NAME OF OTHER BUSINESS: RUMMEL BENEFITS GROUP CO.; INVESTMENT RELATED: YES; ADDRESS: 522 SOUTH MAIN STREET, FRANKENMUTH, MI 48734; NATURE OF BUSINESS: INSURANCE SALES; START DATE: 09/2021; POSITION/TITLE/RELATIONSHIP: AGENT; APX NUMBER OF HOURS PER WEEK: 35; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: FIXED INSURANCE SALES; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 12/2018; APX NUMBER OF HOURS PER WEEK: 30; APX NUMBER OF HOURS DURING TRADING HOURS: 30; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES, LONG TERM CARE AND MEDICARE; 3. NAME OF OTHER BUSINESS: FRS FINANCIAL GROUP, INC. DBA RUMMEL WEALTH MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: 127 FRANCONIAN DR S, FRANKENMUTH, MI 48734; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 01/2019; POSITION/TITLE/RELATIONSHIP: VICE PRESIDENT/SECRETARY; APX NUMBER OF HOURS PER WEEK: 32.5; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES; 4. NAME OF OTHER BUSINESS: GRASEL GRAPHICS INC, INVESTMENT RELATED: NO, ADDRESS: 9710 JUNCTION ROAD, FRANKENMUTH, MI 48734, NATURE OF BUSINESS: CUSTOM T-SHIRTS AND APPAREL, START DATE: 01/2025, POSITION/TITLE/RELATIONSHIP: CO-OWNER, APX NUMBER OF HOURS PER WEEK: 5, APX NUMBER OF HOURS DURING TRADING HOURS: 5, BRIEF DESCRIPTION OF DUTIES: CUSTOM T-SHIRTS, JERSEYS, HATS, AND APPAREL; 5. NAME OF OTHER BUSINESS: ST. LUKE'S LUTHERAN CHURCH; INVESTMENT RELATED: NO; ADDRESS: 2021 W STATE RD 426 OVIEDO, FL 32765; NATURE OF BUSINESS: NON PROFIT; START DATE: 07/2025; POSITION/TITLE/RELATIONSHIP: ELECTED BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: UPHOLDING THE MISSION AND VALUES OF ST. LUKE'S; 6. NAME OF OTHER BUSINESS: ST LUKES LUTHERAN CHURCH; INVESTMENT RELATED: NO ADDRESS: 2021 W STATE RD #426 OVIEDO FL 32765; NATURE OF BUSINESS: CHURCH; START DATE: 7/1/2026; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS:0; BRIEF DESCRIPTION OF DUTIES: UPHOLDING THE MISSION AND VALUES OF ST LUKES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-11 |
Reach out to this advisor