Best Investors
Account
Sign in
Best Investors
Account
Sign in
West Allis, WI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Fee Solutions | Brookfield | WI | 08/2014 | 08/2017 |
| Navigant Consulting | Milwaukee | WI | 05/2017 | Present |
I have volunteered to assist SynSel Energy to offer financial advice as they are trying to start a bio-refinery. It is not a charity, but I have not been compensated by SynSel Energy in well over 5 years. SynSel Energy is located in Elmhurst, IL. I spend 5 hours a month or less on this project. It is being run by the CEO at this point but he will occasionally ask my opinion on things.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-15 |
Reach out to this advisor