Best Investors
Account
Sign in
Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-12-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nicolet Wealth Management | Green Bay | WI | 06/2021 | 02/2023 |
| St. Paul's Student Catholic Center | Madison | WI | 08/2020 | 05/2021 |
| Hotel Indigo | Madison | WI | 06/2019 | 04/2020 |
| Festival Foods | Madison | WI | 08/2018 | 04/2020 |
| University Of Wisconsin - Madison | Madison | WI | 08/2015 | 05/2020 |
| Private Client Services | Green Bay | WI | 06/2021 | 02/2023 |
| Ameriprise Financial Services, Llc | Appleton | WI | 02/2024 | 11/2024 |
| Nicolet National Bank | Green Bay | WI | 08/2022 | 11/2023 |
| Ameriprise Financial Services, Llc | De Pere | WI | 11/2024 | Present |
| Unemployed | Appleton | WI | 12/2023 | 01/2024 |
Outside Employment; DP380 LLC; Associate Financial Advisor - advise clients through comprehensive financial planning and money management services; Manage advisory business; 444 Reid St, Suite 200, De Pere, WI, 54115; Investment-Related; 12/02/2024; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-12 |
Reach out to this advisor