Best Investors
Account
Sign in
Best Investors
Account
Sign in
South Lyon, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-11-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planning Alternatives Ltd | Bloomfield Hills | MI | 03/2017 | 05/2020 |
| Leonetti & Associates, Llc | Buffalo Grove | IL | 09/2014 | 02/2017 |
| Bell Financial Planning, Llc | South Lyon | MI | 04/2020 | Present |
| Blend Financial, Inc. | San Francisco | CA | 05/2021 | 07/2022 |
| Fppathfinder | Farmington | CT | 10/2021 | Present |
| Mccarthy Tax Preparation | Loveland | OH | 10/2021 | 03/2023 |
| Tempus Wealth Planning, Llc | Irvine | CA | 04/2023 | Present |
Bell Financial Planning, LLC; Investment-Related; South Lyon, Michigan; Investment Adviser; Investment Adviser Representative; April 2020; Approx. 80 hours/month; Approx. Mostly all hours during trading hours; Provide investment advice and/or financial planning. fpPathfinder; Investment-Related; Farmington, Connecticut; Financial Planning Resource Technology; Resource Fact-Checker; October 2021; Approx. 40 hours/month; Almost no hours during trading hours; Review flow charts and checklists used by financial advisors for accuracy.
Reach out to this advisor