Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-29 |
| WI | RA | APPROVED | 2023-06-29 |
| FL | RA | APPROVED | 2023-04-09 |
Branch Locations
2033 Marinette Ave, Marinette, WI 54143 • United States
Fort Myers Beach, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Danielson Insurance Agency | Kingsford | MI | 12/2008 | Present |
| Sauvey And Sauvey | Green Bay | WI | 12/2008 | Present |
| Voya Financial Advisors | Marinette | WI | 09/2014 | 06/2021 |
| Cantrell Financial Services | Cookesville | TN | 07/2016 | 10/2024 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Simone Insurance Agency | Iron Mountain | MI | 07/2021 | Present |
| Great Lakes Financial Management Group | Marinette | WI | 06/2004 | Present |
| Mr Rentals | Marinette | WI | 07/2009 | Present |
| Great Lakes Fmg | Marinette | WI | 12/2008 | Present |
| Holmberg General Agency | Marientte | WI | 06/2017 | Present |
| Mj Corporate Management Group | Marinette | WI | 05/2010 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2023 | Present |
| Evolve Financial Advisors | Cookeville | TN | 04/2024 | Present |
| Hm Rentals | Cookeville | TN | 05/2026 | Present |
1. NAME OF ENTITY:Great Lakes Financial Management Group; Yes; SAME AS REGISTERED LOCATION; DBA; Owner; 6/24/2004; 160; 160; DBA for sale of securities and insurance products. 2. NAME OF ENTITY:Danielson Insurance Agency; No; 801 PYLE DRIVE; KINGSFORD; MI; 49802; property and casualty insurance sales; Vice President, owner; 12/10/2008; 20; 20; hire and fire, sales 3. NAME OF ENTITY:MR Rentals, LLC; Yes; SAME AS REGISTERED LOCATION; housing leasing company; owner; 7/1/2009; 0; 0; Pay bills and collect rent. 4. NAME OF ENTITY:Great Lakes FMG; No; SAME AS REGISTERED LOCATION; home rentals; owner; 01/01/2007; 20; 20; rents properties 5. NAME OF ENTITY:Sauvey and Sauvey, Inc.; Yes; SAME AS REGISTERED LOCATION; investment, insurance and pension sales; President, co-owner; 01/01/2003; 40; 40; sales and service of investments and insurance 6. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; SAME AS REGISTERED LOCATION; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 12/10/2008; 32; 32; SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE 7. NAME OF ENTITY:HOLMBERG GENERAL AGENCY; No; 710 MAIN ST; NORWAY; MI; 49870; P&C INSURANCE; VICE PRESIDENT/OWNER; 7/1/2016; 2; 2; MANAGE PROPERTY & CASUALTY AGENCY. 8. NAME OF ENTITY:MJM CORPORATE MANAGEMENT GROUP, INC; No; SAME AS REGISTERED LOCATION; Holding company; owner; 5/1/2010; 20; 0; Manage various businesses. 9. NAME OF OTHER BUSINESS: SIMONE INSURANCE AGENCY INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: P&C AGENCY START DATE: 9/01/2021 POSITION/TITLE/RELATIONSHIP: VICE PRESIDENT APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: OVERSEE THE OPERATIONS OF THE AGENCY; 10. NAME OF OTHER BUSINESS: EVOLVE FINANCIAL ADVISORS , INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 04/2024, POSITION/TITLE/RELATIONSHIP: CO-OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 11. NAME OF OTHER BUSINESS: HM RENTALS; INVESTMENT RELATED: NO; ADDRESS: 818 E 10TH ST, COOKEVILLE, TN 38501; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 5/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: MANAGE PROPERTY, COLLECT RENT, GATHER INFORMATION FOR TAXES;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 1990-07-13 |
Reach out to this advisor