Best Investors
Account
Sign in
Best Investors
Account
Sign in
60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-13 |
| WI | RA | APPROVED | 2026-02-13 |
Branch Locations
2368 Washington St, Grafton, WI 53024 • United States
N61 W6312 Turner St, Cedarburg, WI 53012 • United States
3720 W Villard Ave, Milwaukee, WI 53209 • United States
1472 E Sumner St, Hartford, WI 53027 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Cedarburg | WI | 05/2018 | 10/2018 |
| Quincy Recycle | West Bend | WI | 01/2017 | 05/2018 |
| Plastic Reclamation Partners | Chicago | IL | 08/2015 | 11/2016 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 11/2018 | 11/2020 |
| Northwestern Mutual Investment Services Llc | Mequon | WI | 11/2018 | 11/2020 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2019 | 11/2020 |
| U.S. Bancorp Investments, Inc. | Cedarburg | WI | 04/2021 | 02/2026 |
| Clifton Larson Allen | Wauwatosa | WI | 12/2020 | 04/2021 |
| U.S. Bancorp Advisors, Llc | Cedarburg | WI | 02/2026 | Present |
1) Cedarburg Cultural Center; not investment-related; Cedarburg, WI; Cultural Center; Board Member; 5/19/2025; 2 hours/mo; 0 hours/trading; volunteering to help enrich community with art, music & history. 2) Spring Court Holdings, LLC; not investment-related; Cedarburg, WI; Warehouse & Storage; Co-Owner; 03/01/2026; 0 hours/month; 0 hours/trading; Looking to buy building with 2 partners for rental purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-15 |
Reach out to this advisor