Best Investors
Account
Sign in
Best Investors
Account
Sign in
1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2019-08-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gordy'S Country Market | Galesville | WI | 10/2015 | 07/2017 |
| Bon Appetite | Mt. Vernon | IA | 09/2013 | 12/2016 |
| Kimbelry Phillips Financial Llc | Onalaska | WI | 04/2017 | 07/2024 |
| Axa Advisors | Onalaska | WI | 02/2017 | 07/2017 |
| Axa Advisors, Llc | New York | NY | 04/2017 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 04/2017 | Present |
Outside Insurance activities, 4-24 - Hwy 53 Farms,LLC - W13556 County Road C, Ettrick, WI 54627, treasurer for family farm, 2 hours per month; 4/24 - KAMM Financial LLC - 1289 County Road PH, Onalaska, WI 54650, controlling shareholder 15 hours per month. DBA - Driftless Financial Group; 9/19/25 - KAMM Properties LLC - 1289 County Road PH Onalaska, WI 5456 - Partner - 5 hrs month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-27 |
Reach out to this advisor