Best Investors
Account
Sign in
1300 Godward Street Ne Suite 5500, Minneapolis, MN 55413 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2013-12-09 |
Branch Locations
1300 Godward Street Ne Suite 5500, Minneapolis, MN 55413 • United States
1000 Shelard Parkway Suite 300, Minneapolis, MN 55426 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Roseville | MN | 04/1995 | Present |
| Focus Financial Network, Inc. | Apple Valley | MN | 04/1995 | Present |
1. FOCUS FINANCIAL NETWORK, INC. POSITION: Financial Planner NATURE: Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 70 START DATE: 09/12/1993 ADDRESS: 350 W. Burnsville Pkwy, #575, Burnsville MN 55337, United States DESCRIPTION: Provide investment advice, trades, portfolio management through Charles Schwab platform. 2. FOCUS ADVISORS 2010 POSITION: CEO NATURE: S Corp established for tax purposes to pay myself salary and dividends for securities related business INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/10/2000 ADDRESS: 350 W. Burnsville parkway, Suite 575, Burnsville MN 55337, United States DESCRIPTION: S Corp established for tax purposes to pay myself salary and dividends for securities related business 3. FOCUS FINANCIAL POSITION: Statutory Agent - NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/18/1993 ADDRESS: 1000 Shelard Pkwy, Suite 300, St. Louis Park MN 55426, United States DESCRIPTION: Insurance, annuities and long term care insurance offerings to clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-08 |
Reach out to this advisor