Best Investors
Account
Sign in
Best Investors
Account
Sign in
1131 Main Street, Onalaska, WI 54650 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-11 |
| ID | RA | APPROVED | 2025-06-26 |
| MN | RA | APPROVED | 2025-06-18 |
| WI | RA | APPROVED | 2025-06-18 |
Branch Locations
1243 E. Iron Eagle Dr. Suite 110D, Eagle, ID 83616 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Milwaukee Brewers | Milwaukee | WI | 05/2014 | 12/2016 |
| Tenxsports | Boise | ID | 07/2016 | 08/2017 |
| Tacoma Rainiers | Tacoma | WA | 08/2017 | 06/2018 |
| El1 Sports | Tacoma | WA | 06/2018 | 02/2020 |
| Max Wilson | Boise | ID | 02/2020 | 04/2020 |
| Northwestern Mutual Investment Services Llc | Boise | ID | 04/2020 | 06/2025 |
| Max Wilson | Boise | ID | 04/2020 | 09/2022 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 06/2022 | 09/2022 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 09/2022 | 06/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2022 | 06/2025 |
| Eagle Financial Planning, Llc | Eagle | ID | 07/2026 | Present |
| La Crosse Financial Planning Inc. | Onalaska | WI | 06/2025 | Present |
- Name of other business: La Crosse Financial Planning Inc., dba Fiduciary Financial Planning Network - Investment-related: Yes - Address: Onalaska, WI - Nature of the other business: Investment Advisor - Position/title/duties: Financial Advisor, Investment Advisor Representative - Start date: 06/2025 - Approximate number of hours/month devoted to the other business: 20 - Number of hours devoted during securities trading hours: 20
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-05-31 |
Reach out to this advisor