Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-01 |
| MN | RA | APPROVED | 2025-08-11 |
| NC | RA | APPROVED | 2024-09-30 |
Branch Locations
3125 Springbank Ln Ste H, Charlotte, NC 28226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Toppers Pizza, Inc | Waukesha | WI | 06/2017 | 08/2017 |
| A+ Staffing Inc | Milwaukee | WI | 08/2018 | 02/2020 |
| Stiks Academy & Sports Training | Waukesha | WI | 09/2018 | 04/2020 |
| Bell Ambulance, Inc | Pewaukee | WI | 10/2019 | 06/2020 |
| Washington Wild Things | Washington | PA | 07/2018 | 10/2021 |
| Ameriprise Financial | Middleton | WI | 06/2020 | 04/2022 |
| Paramount Financial Strategies | Oconomowoc | WI | 06/2020 | 06/2021 |
| Lake Country Sports Academy | Pewaukee | WI | 11/2020 | 09/2024 |
| Indiana University-Bloomington | Bloomington | IN | 08/2015 | 08/2018 |
| Iag Wealth Partners | Waukesha | WI | 08/2022 | 09/2024 |
| Iag Wealth Partners | Waukesha | WI | 04/2022 | 08/2022 |
| Lpl Financial Llc | Waukesha | WI | 04/2022 | 09/2024 |
| Ameriprise Financial Services, Llc | Charlotte | NC | 09/2024 | Present |
Real Estate Ownership; Multi-Family; 620 N 60th St, , Wauwatosa, WI, 53213; Not Investment-Related; 06/07/2022.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-02 |
Reach out to this advisor