Best Investors
Account
Sign in
622 West Washington Avenue Suite 100, Madison, WI 53703 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-06-12 |
Branch Locations
622 West Washington Avenue Suite 100, Madison, WI 53703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Great Midwest Bank | Madison | WI | 09/2012 | 07/2021 |
| Bell Bank | Madison | WI | 08/2021 | 03/2022 |
| Wings Credit Union | Madison | WI | 04/2022 | 03/2026 |
| Lindenwood Financial Llc | Madison | WI | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-12 |
Reach out to this advisor