Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2022-05-02 |
Branch Locations
7405 South Bitterroot Place Suite 104, Sioux Falls, SD 57108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Financial | Sioux Falls | SD | 03/2015 | 12/2016 |
| Thrivent Investment Management Inc | Sioux Falls | SD | 12/2016 | 04/2022 |
| Thrivent Financial | Appleton | WI | 12/2016 | 05/2017 |
| Thrivent Financial | Appleton | WI | 05/2017 | 04/2022 |
| Royal Alliance Associates, Inc | Sioux Falls | SD | 04/2022 | 08/2023 |
| Osaic Wealth, Inc | Sioux Falls | SD | 08/2023 | Present |
1. THE MARY JO WEGNER ARBORETUM & EAST SIOUX FALLS HISTORIC SITE POSITION: Board Member NATURE: Non-profit organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/15/2023 ADDRESS: 1900 S Perry Pl, Sioux Falls SD 57110, United States DESCRIPTION: Governance, oversight, fundraising, marketing 2. WILLOWRIDGE FINANCIAL SOLUTIONS POSITION: Insurance Agent, Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/01/2024 ADDRESS: 7405 South Bitterroot Place, Suite 104, Sioux Falls SD 57108, United States DESCRIPTION: Insurance sales and service for multiple carriers 3. OUR SAVIORS LUTHERAN CHURCH FOUNDATION POSITION: Board President NATURE: Non-Profit Organization INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 07/16/2026 ADDRESS: 909 W 33rd St, Sioux Falls SD 57105, United States DESCRIPTION: Governance, fundraising, and presiding over meetings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-28 |
Reach out to this advisor