Best Investors
Account
Sign in
Best Investors
Account
Sign in
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2023-01-31 |
Branch Locations
701 31St Avenue Sw, Minot, ND 58701 • United States
3788 55Th Ave S Suite 210, Fargo, ND 58104 • United States
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Co | Fargo | ND | 02/2019 | 01/2023 |
| Mml Investors Services, Llc | Fargo | ND | 02/2019 | 01/2023 |
| Anytime Fitness | Fargo/Bismarck | ND | 03/2014 | 11/2018 |
| Colonial Life/Blue Sky Benefits | Columbia | SC | 10/2018 | Present |
| Berthel, Fisher & Company Financial Services, Inc. | Fargo | ND | 01/2023 | Present |
| Bfc Planning, Inc. | Fargo | ND | 01/2023 | Present |
1. Colonial Life- N- Fargo, ND- Supplemental Insurance- Agent- 11/2018- 15- 5- Sell supplemental insurance products to small businesses. 2. RC Boot c-amp- N- Rapid City, SD- Fitness Gym- Co-owner- 03/2022- 5- 0- Part owner of boot camp-style gym, but do not play an active role in daily management duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-05 |
Reach out to this advisor