Best Investors
Account
Sign in
501 Baldwin Street Suite 207, Jenison, MI 49428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-13 |
| MI | RA | APPROVED | 2022-01-20 |
Branch Locations
501 Baldwin Street Suite 207, Jenison, MI 49428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Wealth Advisors, Inc. | Jenison | MI | 10/2013 | 08/2022 |
| Self Employed: Brandon M. Graetz | Rockford | MI | 01/2015 | Present |
| Altruistic Retirement Planning, Llc | Jenison | MI | 10/2017 | 09/2019 |
| Greatz Wealth | Jenison | MI | 01/2022 | Present |
| Advisor 123 Llc | Caledonia | MI | 01/2023 | Present |
Brandon Graetz, Insurance Agent, Investment-Related, 6925 Verde Vista Drive NE, Rockford, MI 49341, Insurance Sales, Insurance Agent, Start Date: 01/2015, Hours Dedicated: 2 hours per week (2 hours per week during trading hours), Duties: Life and Annuity sales. Advisor 123 LLC; Investment-Related; Caledonia, MI; Member; Start Date: 01/2023; Hours Dedicated: 8 hours per month during trading. Lake Bella Vista Improvement Association; Non Investment Related; 6411 Bella Vista Dr NE, Rockford, MI 49341; Neighborhood Improvement Association; Treasurer; Started 10/2019; 4 Hours/Month Devoted; 0 Hours/Month Devoted During Securities Trading Hours; Standard Treasurer Duties Including But Not Limited To Budgeting, Signing Checks etc. LBV Water Services; Non Investment Related; 6411 Bella Vista Dr NE, Rockford, MI 49341; Utility - City Water Provider; Treasurer; Started 10/2019; 1 Hours/Month Devoted; 0 Hours/Month Devoted During Securities Trading Hours; Standard Treasurer Duties Including But Not Limited To Budgeting, Signing Checks etc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-21 |
Reach out to this advisor