Best Investors
Account
Sign in
Best Investors
Account
Sign in
171 Monroe Ave. Nw Suite 800, Grand Rapids, MI 49503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-11-27 |
| CO | RA | APPROVED | 2023-11-28 |
| OH | RA | APPROVED | 2023-10-25 |
| OR | RA | APPROVED | 2023-10-25 |
| FL | RA | APPROVED | 2023-04-23 |
| CA | RA | APPROVED | 2023-03-06 |
| IL | RA | APPROVED | 2023-03-06 |
| MN | RA | APPROVED | 2023-03-06 |
| TX | RA | APPROVED | 2023-03-06 |
| WA | RA | APPROVED | 2023-03-06 |
| WI | RA | APPROVED | 2023-03-06 |
| MI | RA | APPROVED | 2021-04-22 |
Branch Locations
171 Monroe Ave. Nw Suite 800, Grand Rapids, MI 49503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategies Wealth Advisors, Llc | Grand Rapids | MI | 04/2021 | 02/2023 |
| Strategies Wealth Advisors, Llc | Grand Rapids | MI | 01/2021 | 04/2021 |
| Deloitte Tax, Lp | Grand Rapids | MI | 08/2020 | 01/2021 |
| Deloitte Tax, Lp | Detroit | MI | 10/2018 | 07/2020 |
| Innovia Wealth, Llc (Formerly Strategies Wealth Advisors, Llc) | Grand Rapids | MI | 02/2023 | Present |
| Unemployed | Holand | MI | 05/2018 | 09/2018 |
| Hope College | Holland | MI | 07/2014 | 04/2018 |
| Gliks | Holland | MI | 11/2016 | 05/2017 |
?the name of the other business: association of corporate growth western michigan ?whether the business is investment-related; no ?the address of the other business; PO Box 6661 Grand Rapids, MI 49516 ?the nature of the other business; premier M&A deal-making community with a mission of driving middle-market growth ?your position; member ?title, or relationship with the other business; member ?the start date of your relationship; 7/11/2022 ?the approximate number of hours/month you devote to the other business; 5 hours ?the number of hours you devote to the other business during securities trading hours; 1 hour ?and briefly describe your duties relating to the other business; participate in network events
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-13 |
Reach out to this advisor