Best Investors
Account
Sign in
777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-01-09 |
| WI | RA | APPROVED | 2022-05-16 |
Branch Locations
2800 National Drive Suite 101, Onalaska, WI 54650 • United States
Lansing, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baird | Onalaska | WI | 04/2020 | Present |
| Associated Bank | La Crosse | WI | 04/2018 | 04/2020 |
| Upper Iowa University | Fayette | IA | 03/2016 | 04/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-27 |
Reach out to this advisor