Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-03-17 |
Branch Locations
298 South Grand Ave Suite 110, Sun Prairie, WI 53590 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full-Time Student | Clinton | WI | 11/2015 | 06/2021 |
| Full-Time Student | Whitewater | WI | 08/2021 | 05/2025 |
| First National Bank & Trust Company | Beloit | WI | 06/2019 | 12/2021 |
| The Spaeth Family | Milton | WI | 01/2022 | 10/2023 |
| Uw Credit Union | Madison | WI | 05/2025 | Present |
| Lpl Financial | Sun Prairie | WI | 04/2025 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Wealth Management at UW Credit Union - Inv Rel - At Reported Business Location (s) - Start Date : 11/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-16 |
Reach out to this advisor