Best Investors
Account
Sign in
Best Investors
Account
Sign in
720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-07-01 |
Branch Locations
700 Commerce Dr Ste 201, Oak Brook, IL 60523 • 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 |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 12/2018 | 04/2023 |
| Fifth Third Bank | Cincinnati | OH | 01/2018 | 05/2018 |
| East Hollister Limited | Cincinnati | OH | 05/2015 | 01/2018 |
| Untuckit | Cincinnati | OH | 06/2018 | 10/2018 |
| Taste Of Belgium | Cincinnati | OH | 06/2018 | 12/2018 |
| Outback Steakhouse | Cincinnati | OH | 08/2016 | 12/2017 |
| Unemployed | Chicago | IL | 04/2023 | 08/2023 |
| Elevate Capital Advisors | Eagle | CO | 08/2023 | 11/2023 |
| Chad Mcquade | Oak Brook | IL | 11/2023 | 02/2026 |
| Northwestern Mutual Investment Services Llc | Oak Brook | IL | 06/2024 | Present |
| Advocate Commercial Real Estate Advisors | Chicago | IL | 06/2023 | 07/2023 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 12/2025 | 02/2026 |
| Great Books Great Discussions | Chicago | IL | 01/2026 | Present |
| Cmcl Holdings, Llc | Oak Brook | IL | 01/2026 | Present |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 02/2026 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2026 | Present |
1. SEMINAR LEADER & ADMIN, GREAT BOOKS GREAT DISCUSSIONS, 125 E 13TH STREET, CHICAGO, , ILLINOIS, 60605, UNITED STATES OF AMERICA, GENERAL EMPLOYMENT, START DATE: 12/04/2024, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, HOST BOOK CLUB DISCUSSIONS ON ZOOM (PROVIDED BY THEIR COMPANY). NON-INVESTMENT RELATED. 2. PRESIDENT OF THE BOARD, FINANCE COMMITTEE, GREAT BOOKS GREAT DISCUSSIONS, 320 E 21ST ST, CHICAGO, , ILLINOIS, 60616, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 6/5/2025, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, SERVE AS PRESIDENT OF THE BOARD MEANING PRESIDING OVER BOARD MEETINGS, PREPARING AGENDAS, AND OVERSEEING THE MARKETING AND PROGRAMMING COMMITTEES. I WILL ALSO WORK CLOSELY WITH THE EXECUTIVE DIRECTOR; NON INVESTMENT-RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-08 |
Reach out to this advisor