Best Investors
Account
Sign in
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-08-22 |
Branch Locations
611 North Lynndale Dr. Ste. 135, Appleton, WI 54914 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Harris Bank | Appleton | WI | 01/2016 | 01/2018 |
| Cuso Financial Services, Lp | San Diego | CA | 01/2018 | 05/2025 |
| Community First Credit Union | Appleton | WI | 01/2018 | 08/2025 |
| Lpl Financial Llc | Appleton | WI | 05/2025 | 08/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2025 | Present |
1. MUSKY RED LLC, N3130 Susan Dr, Markesan WI 53946, United States, 08/01/2023, Owner, Real Estate, NIR, 6 HR/MO - 0 HR/MO TRADING 2. CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, United States, 08/2025, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING 3. ST. JOSEPH FOOD PROGRAM, 1465 Opportunity Way, Menasha WI 54952, 01/2023, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 4 HR/MO, 0 HR/MO TRADING. 4. BNI - GREATER FOX VALLEY, Appleton WI 54915, 01/2026, Secretary, Networking, NIR, 8 HR/MO, 0 HR/MO TRADING. 5. PROVIDENCE PROMISE, 404 W Lawrence St., Appleton WI 54911, 06/2026, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 3 HR/MO, 0 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-29 |
Reach out to this advisor