Best Investors
Account
Sign in
Best Investors
Account
Sign in
575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-02-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Middleton | WI | 04/2012 | 02/2021 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2012 | 02/2021 |
| Andersen Vocal Arts | Madison | WI | 05/1994 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2016 | 02/2021 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 09/2018 | 02/2021 |
| Harbour Investments, Inc. | Madison | WI | 02/2021 | Present |
| Eichel Financial | Madison | WI | 02/2021 | Present |
| Diversity & Inclusion Consulting | Madison | WI | 02/2021 | Present |
1)Eichel Financial - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3)Diversity and Inclusion Consulting/ Speaking Engagements | 2 S Midvale Blvd, Madison, WI 53705 | Guest speaker | Description: Speaking engagements on Diversity and Inclusion, Facilitate Group Discussions on D&I and Workshops | Beginning 10/2014 | 5 hours per month, 0-5 during trading hours | Paid position | Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-28 |
Reach out to this advisor