Best Investors
Account
Sign in
Best Investors
Account
Sign in
18 Division St. Suite 207B, Saratoga Springs, NY 12866 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-27 |
Branch Locations
18 Division St. Suite 207B, Saratoga Springs, NY 12866 • United States
Minnetonka, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wright Tree Services | West Des Moines | IA | 06/2017 | 08/2017 |
| Luebeck Wealth Managment | Bloomington | MN | 06/2018 | 08/2018 |
| Mutual Of Omaha Insurance Company | Bloomington | MN | 07/2019 | 01/2020 |
| Mutual Of Omaha Investor Services | Bloomington | MN | 06/2019 | 01/2020 |
| Bethel University | St. Paul | MN | 09/2016 | 05/2017 |
| Bethel University | St. Paul | MN | 09/2017 | 05/2018 |
| Bethel University | St. Paul | MN | 09/2018 | 05/2019 |
| Bethel University | St. Paul | MN | 09/2015 | 06/2019 |
| Foundations Investment Advisors Llc | Scottsdale | AZ | 09/2020 | 01/2022 |
| Fiat Wealth Management | Wayzata | MN | 02/2020 | 06/2022 |
| Interactive Circle | Edina | MN | 10/2022 | 07/2023 |
| Advisor Ascension | Minnetonka | MN | 09/2023 | 07/2025 |
| Modelist Inc. | Excelsior | MN | 10/2024 | 07/2025 |
| Continuum Wealth Advisors Llc | Saratoga Springs | NY | 07/2025 | Present |
| Bhm Capital | Wayzata | MN | 08/2024 | 06/2025 |
| N/A | Minnetonka | MN | 06/2022 | 10/2022 |
| N/A | Minnetonka | MN | 07/2023 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-20 |
Reach out to this advisor