Best Investors
Account
Sign in
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2016-04-19 |
Branch Locations
505 Waterford Park Highway 169 N, Suite 1100, Plymouth, MN 55441 • United States
Edina, MN • 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 |
|---|---|---|---|---|
| Washington Square Securities | Minnetonka | MN | 01/2003 | Present |
| The Knw Group | Eden Praire | MN | 01/2003 | Present |
| Kestra Advisory Services, Llc | Plymouth | MN | 04/2016 | Present |
| Kestra Investment Services, Llc | Plymouth | MN | 01/2005 | Present |
Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Business Name: The KNW Group Investment Related: Yes Address: Suite 250 4350 Baker Road Minnetonka MN 55343 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance Position, Title or Relationship: Partner Start Date: 11/1/2002 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: sales, business management Business Name: NFP POSITION: Senior Vice President NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 240 START DATE: 12/07/2023 ADDRESS: 505 waterford park highway 169N #1100, plymouth MN 55441 DESCRIPTION: see 1.13 above
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-26 |
Reach out to this advisor