Best Investors
Account
Sign in
Best Investors
Account
Sign in
3925 Hagan St. Suite 300, Bloomington, IN 47401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-08-03 |
Branch Locations
3925 Hagan St. Suite 300, Bloomington, IN 47401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Misc Education High School & College | Kalamazoo | MI | 07/2013 | 04/2021 |
| West Shore Bank | Ludington | MI | 04/2018 | 08/2018 |
| Northwestern Mutual | Portage | MI | 01/2019 | 02/2019 |
| Rose Street Advisors | Kalamazoo | MI | 05/2019 | 08/2019 |
| Sanford Center For Financial Planning And Wellness (Wmu) | Kalamazoo | MI | 02/2021 | 06/2023 |
| Hurlow Wealth Management Group, Inc. | Bloomington | IN | 07/2023 | Present |
Hoosier Hills Estate Planning Council; not investment related; 3120 S Rogers St, Bloomington, IN 47403; Board Member; 06/24/2025; 2 hours per month; meet periodically to plan events for the HHEPC; responsibilities to include defining topics, selecting speakers, outlining events, and organizing with venues. Young Professionals Bloomington Steering Committee; not investment related; 421 W 6th St Suite A, Bloomington, IN 47404; Committee Member; 09/30/2024; 2 hours per month; meet monthly to discuss and plan annual programming for Young Professionals Bloomington; expected to act as ambassador for the chamber.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-21 |
Reach out to this advisor