Best Investors
Account
Sign in
511 N Broadway Suite 801, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-01-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1834 Investment Advisors Co. | Joliet | IL | 10/2024 | Present |
| Old National Bank | Joliet | IL | 09/2007 | Present |
Old National Bank. Dual employee. Started September 2007. Portfolio manager responsible for managing client investment portfolios. 40 hrs per week. Old National Bank is an affiliate of 1834 Investment Advisors Co. Treasurer, Village of Gardner, IL. Started June 2020 to present. 2 hrs per month. Responsibilities include reconciling bank accounts. Work is completed outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-21 |
Reach out to this advisor