Best Investors
Account
Sign in
Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-05-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Green Bay | WI | 11/2015 | 05/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 03/2016 | 05/2017 |
| U.S. Bancorp Investments, Inc. | Green Bay | WI | 05/2017 | 05/2025 |
| Ameriprise Financial Services Llc | Green Bay | WI | 05/2025 | Present |
Board of Directors; Willie D. Davis Finance & Investment Laboratory Advisory BoardWillie D. Davis Finance & Investment Laboratory Advisory Board; Board Member; University of Wisconsin - Green Bay, 2420 Nicolet Drive, Green Bay, WI, 54311; Not Investment-Related; 07/01/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Bode Central; Trainer; Group Class Fitness Trainer; 2467 Glendale Ave, , Green Bay, WI, 54313; Not Investment-Related; 07/01/2025; 1 to 9 hours per month; 0 during trading hours / Certainty of the Uncertainty, LLC; Employee of legal entity; compensation received from an advisor owned entity established to manage the practice.; 1174 Veterans Memorial Highway, , Hauppauge, NY, 11788; Investment-Related; 05/02/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-26 |
Reach out to this advisor