Best Investors
Account
Sign in
13100 Wayzata Blvd. Suite #140, Minnetonka, MN 55305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-02-02 |
Branch Locations
13100 Wayzata Blvd. Suite #140, Minnetonka, MN 55305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Minneapolis | MN | 07/2016 | 02/2023 |
| Bluestem Wealth Partners | Minnetonka | MN | 02/2023 | Present |
Real Estate Ownership; Multi-Family; MN 55409; Investment Related; October 2018. Outside Employment; LM Partners, LLC; Associate Financial Advisor; Litchfield, MN 55355; Investment Related; November 2019; 60+ hours per month; 60+ during trading hours. Other Business Activities; Loan; Loan to brother; TX 79401; Not Investment Related; November 2018; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-22 |
Reach out to this advisor