Best Investors
Account
Sign in
Best Investors
Account
Sign in
720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-03-01 |
Branch Locations
2345 Grand Blvd Ste 2000, Kansas City, MO 64108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Scottsdale | AZ | 09/2017 | 03/2018 |
| Lucas Retirement Group | Phoenix | AZ | 08/2021 | 09/2022 |
| Mutual Of Omaha | Phoenix | AZ | 01/2021 | 08/2021 |
| Unemployed | Phoenix | AZ | 03/2020 | 01/2021 |
| Link Capital | Scottsdale | AZ | 11/2019 | 03/2020 |
| Unemployed | Scottsdale | AZ | 08/2019 | 11/2019 |
| Arctic Catering | Scottsdale | AZ | 03/2018 | 08/2019 |
| Cks Securities | Phoenix | AZ | 08/2015 | 09/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2022 | 06/2023 |
| Northwestern Mutual Investment Services Llc | Phoenix | AZ | 10/2022 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 06/2023 | Present |
| R Philip Sarnecki | Phoenix | AZ | 06/2023 | Present |
| Lance Trammell | Phoenix | AZ | 08/2025 | Present |
| Edward James Gipson | Leawood | KS | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-02-20 |
| S65 | Uniform Investment Adviser Law Examination | 2021-06-11 |
Reach out to this advisor