Best Investors
Account
Sign in
Best Investors
Account
Sign in
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-12-24 |
| WI | RA | APPROVED | 2023-09-08 |
| IA | RA | APPROVED | 2018-11-15 |
| FL | RA | APPROVED | 2012-12-06 |
Branch Locations
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
6226 Bankers Road Suite 4, Racine, WI 53403 • United States
The Villages, 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 |
|---|---|---|---|---|
| Foremost Financial Planning, Inc. | Racine | WI | 10/1991 | Present |
| Tada Wealth Advisors, Inc. (Formerly Zupek & Associates, Inc.) | Racine | WI | 10/1991 | Present |
| Concorde Investment Services, Llc | Troy | MI | 10/2012 | Present |
| Concorde Asset Management, Llc | Troy | MI | 10/2012 | Present |
1) FOREMOST FINANCIAL PLANNING, INC. INVESTMENT RELATED. START DATE: OCTOBER 1993. Independent Consultant, THE VILLAGES, FL. Primarily covers tax planning related activities, giving advice and completing individual tax returns for clients; occasional completion of estate Planning related claim forms. Receive LTCI and some fixed life trail commissions, so occasional servicing of these accounts. 6-10 hours/month during trading hours. 2) TADA WEALTH ADVISORS, INC., INVESTMENT RELATED. THE VILLAGES, FL., START DATE: OCTOBER 2019. FOUNDER. DBA FOR SECURITIES AND ADVISORY RELATED BUSINESS ACTIVITES THROUGH MY BROKER DEALER; ALL COMMISSION ASSIGNED FROM DAVID ZUPEK AS AN INDIVIDUAL TO THIS CORPORATION. INVESTMENT RELATED. DEVOTES 40 HRS/WK. 11-20 HOURS/MTH DURING TRADING HOURS. 3) Concorde Asset Management Inc, Investment related, The Villages Fl, Investment Advisor Rep, financial planning related services and rep managed investment advisory related actiivities. 100 % revenue is assigned to Mark Huber, Start date: 10/2012. 11-20 hours/month during non trading hours, 11-20 hours/month during trading hours. 4) Concorde Insurance Agency; Investment related. Start date 10/2012. The Villages, FL. Insurance Agent; provide insurance services to clients when appropriate. 1-5 hours/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-22 |
Reach out to this advisor