Best Investors
Account
Sign in
Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-11-21 |
Branch Locations
3204 N Academy Blvd Ste 310, Colorado Springs, CO 80917 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Denver | CO | 09/2020 | 03/2025 |
| Us Taekwondo Center | Colorado Springs | CO | 09/2016 | 09/2020 |
| Mindfulware, Llc | Colorado Springs | CO | 07/2016 | 09/2016 |
| Institute For Wealth Management Llc | Colorado Springs | CO | 03/2025 | Present |
| Millennium Financial Group | Colorado Springs | CO | 11/2025 | Present |
| Cetera Advisors Llc | St. Cloud | MN | 11/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 11/2025 | Present |
1. Financial Independence Group; Independent Agent; Not Investment related; 3450 Bareback Dr Colorado Springs CO 80922; Independent marketing organization; Implement life insurance and annuity solutions for clients; Start date with business: 2025-04-24; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 12.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-21 |
Reach out to this advisor