Best Investors
Account
Sign in
575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 1997-09-12 |
Branch Locations
17975 W Sarah Lane Suite 180, Brookfield, WI 53045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harbour Investments, Inc. | Madison | WI | 09/1997 | Present |
| Scp Properties, Llc | Shorewood | WI | 10/2004 | 09/2016 |
| Peck Enterprises Inc | Greenfield | WI | 01/1997 | Present |
| Peck Financial Group | Greenfield | WI | 11/2014 | Present |
| Wealth Distribution Strategies | Brookfield | WI | 09/2023 | Present |
1)Wealth Distribution Strategies - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-26 |
Reach out to this advisor