Best Investors
Account
Sign in
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-17 |
| WA | RA | APPROVED | 2026-08-17 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
8120 Freedom Ln Ne Suite 101, Lacey, WA 98516 • United States
8120 Freedom Lane Ne Ste 101, Lacey, WA 98516-4704 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-12-26 |
| WA | RA | APPROVED | 2023-12-26 |
Branch Locations
8120 Freedom Lane Ne Ste 101, Lacey, WA 98516-4704 • 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 |
|---|---|---|---|---|
| Kms Financial Services, Inc. | Seattle | WA | 06/1998 | 08/2020 |
| Lpl Financial, Llc | Lacey | WA | 09/2020 | 12/2023 |
| Kms Financial Services, Inc. | Seattle | WA | 11/1998 | 08/2020 |
| Weinand Financial, Inc. | Lacey | WA | 12/2023 | 08/2026 |
| Wealth Enhancement Group | Lacey | WA | 08/2026 | Present |
| Wealth Enhancement Advisory Services | Lacey | WA | 08/2026 | Present |
WEINAND FINANCIAL, INC. - OWNER - OLYMPIA, WA. BUSINESS ENTITY FOR TAX PURPOSES. 1 HOUR PER MONTH, 0 HOURS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-10 |
Reach out to this advisor