Best Investors
Account
Sign in
Best Investors
Account
Sign in
12970 West Bluemound Road Suite 105, Elm Grove, WI 53122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2017-02-21 |
| IL | RA | APPROVED | 2017-02-08 |
Branch Locations
12970 West Bluemound Road Suite 105, Elm Grove, WI 53122 • 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 |
|---|---|---|---|---|
| Lincoln Financial Securities | Elm Grove | WI | 07/2008 | 02/2017 |
| Gtg Wealth Management, Llc | Elm Grove | WI | 02/2017 | Present |
| Anchor Sage Advisors, Llc | Pewaukee | WI | 04/2024 | 12/2024 |
1) GAMBO LLC, PEWAUKEE, WISCONSIN; INVESTMENT-RELATED: No (personal investment only); TITLE: MANAGER / OWNER; DUTIES: MANAGE RENTAL PROPERTY; START DATE: 2003; 1 HOUR PER MONTH: 0HOUR PER MONTH DURING TRADING HOURS. 2) INDEPENDENT INSURANCE AGENT, PEWAUKEE, WISCONSIN; INVESTMENT RELATED: YES; TITLE: INSURANCE AGENT; DUTIES: SALE OF VARIOUS INSURANCE PRODUCTS; START DATE: 1996; HOURS: 5 HOURS PER MONTH DURING TRADING HOURS. 3) GTG WEALTH MANAGEMENT; ELM GROVE, WISCONSIN; INVESTMENT RELATED: YES; TITLE: MEMBER / ADVISOR REPRESENTATIVE; DUTIES: INVESTMENT ADVISORY; START DATE: 2017; HOURS 150 HOURS PER MONTH, INCLUDING DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-15 |
Reach out to this advisor