Best Investors
Account
Sign in
Best Investors
Account
Sign in
110 Cheshire Lane Suite 200, Minnetonka, MN 55305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-05-15 |
| TX | RA | APPROVED | 2025-03-07 |
Branch Locations
130 Cheshire Lane, Suite 130, Minnetonka, MN 55305 • United States
110 Cheshire Lane Suite 200, Minnetonka, MN 55305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foundations Investment Advisors Llc | Minnetonka | MN | 07/2021 | 03/2025 |
| Clearpath Wealth Advisors | Minnetonka | MN | 04/2021 | Present |
| Lifestyle Financial & Tax Advisors | Maple Grove | MN | 01/2015 | 04/2021 |
| Clear Path Financial Services | Minnetonka | MN | 09/2021 | Present |
| Advisornet Wealth Partners | Minnetonka | MN | 03/2025 | Present |
CLEARPATH WEALTH ADVISORS, LLC, D/B/A; INVESTMENT-RELATED; MINNETONKA, MN; FOR MARKETING ADVISORY SERVICES; STARTED 07/2021; APPROX. 100 HRS/MO DURING TRADING HOURS; PROVIDE FINANCIAL SERVICES. CLEAR PATH FINANCIAL SERVICES, LLC; INVESTMENT RELATED; MINNETONKA, MN; INSURANCE AGENT (MEDICARE EDUCATION & ENROLLMENT); APPROX. 3 HOURS/MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-30 |
Reach out to this advisor