Best Investors
Account
Sign in
600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2020-06-23 |
Branch Locations
600 Portland Avenue South, Minneapolis, MN 55415 • United States
4500 N. Prospect Road Suite 200, Peoria Heights, IL 61616 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Central Il Financial Consultants | Peoria Heights | IL | 04/2019 | Present |
| State Farm Insurance | Bloomington | IL | 05/2009 | 03/2019 |
| Thrivent Investment Management Inc | Peoria Heights | IL | 05/2019 | 06/2020 |
| Thrivent Advisor Network, Llc | Peoria Heights | IL | 06/2020 | Present |
1) Central IL Financial Consultants POSITION: Owner/operator NATURE: I am the sole proprietor of a personal income tax prep service. I am a registered CPA and operate out of my home. Currently, I serve a couple dozen clients. I am currently not performing tax work and will not start again until the next tax season in 2020. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: 513 Denver Ct, Peoria IL 61607, United States DESCRIPTION: Personal income tax preparation and filing for clients during tax season. 2) Insurance Sales; same address; Non-Investment Related; Appx 10% of time during the month 3) CPA Investment Related: No; Individual income tax return preparation; Address: 2008 W Geneva Rd, Peoria, IL 61615; Start Date: 1/15/2021; Number of Hours Spent: 5 hours/month; Duties: Meet and interview client, collect tax forms, prepare tax returns, review with the client, submit e-filed returns
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-17 |
Reach out to this advisor