Best Investors
Account
Sign in
Best Investors
Account
Sign in
711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-05-05 |
| MN | RA | APPROVED | 2018-11-21 |
Branch Locations
8530 Eagle Point Blvd Ste 125, Lake Elmo, MN 55042 • United States
11100 Wayzata Blvd Ste 405, Minnetonka, MN 55305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Securities, Inc. | Lake Elmo | MN | 08/2018 | Present |
| Principal Life Insurance Company | Lake Elmo | MN | 08/2018 | Present |
| Ecolab | Eagan | MN | 08/2011 | 08/2018 |
| Beacon Financial Group | Lake Elmo | MN | 10/2024 | Present |
**Fixed Insurance; Investment Related; 8530 Eagle Point Blvd, Suite 125, Lake Elmo, MN 55042; Agent; Fixed life and annuities, disability, and long-term care through various carriers; Start Date: 08/28/2018; 2 hrs per month; 2 during trading hours. **Fixed Insurance; Investment Related; Lake Elmo, MN; Agent; Medical insurance; Start Date: 06/01/2020; 2 hrs per month; 2 during trading hours. **BEACON FINANCIAL GROUP (DBA) POSITION: Financial Advisor NATURE: Insurance, Fee Based Planning, Needs Analysis, Group/Health Insurance, Life Insurance, MF, Securities VA, VL, INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/08/2024 ADDRESS: 8530 Eagle Point BLVD, Lake Elmo MN 55042, United States DESCRIPTION: This is only a DBA (Beacon Financial Group) so that our team can use as branding.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-20 |
Reach out to this advisor