Best Investors
Account
Sign in
Best Investors
Account
Sign in
225 W Jefferson Avenue, Suite 102, Naperville, IL 60540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-02-11 |
| NE | RA | APPROVED | 2026-02-11 |
| LA | RA | APPROVED | 2022-11-16 |
Branch Locations
225 W Jefferson Avenue, Suite 102, Naperville, IL 60540 • United States
Willow Springs, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securus Investment Management, Llc | La Grange | IL | 06/2006 | 08/2018 |
| Lakewood Asset Management, Llc | Naperville | IL | 02/2018 | Present |
1. Serves on the investment committee for a not-for-profit, family foundation. 1 of 5 members. Does not have discretion or sole authority to make investment decisions. He receives compensation for this activity and spends approximately 10 hours each month in his role. 2. Co-Trustee of a family member trust. Receives no compensation. Spends 2.5 hours each month in his role. 3. Serves as a volunteer for LaGrange Police Pension Board. Assists with portfolio strategies and relevant statutes. Receives no compensation. Spends 2.5 hours each month in his role.
Reach out to this advisor