Best Investors
Account
Sign in
Best Investors
Account
Sign in
236 1/2 E. Front St, Traverse City, MI 49684 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-06-06 |
| MI | RA | APPROVED | 2011-01-25 |
Branch Locations
236 1/2 E. Front St, Traverse City, MI 49684 • United States
4086 Legacy Parkway, Lansing, MI 48911-4261 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2012-05-02 |
| MI | RA | APPROVED | 2010-11-12 |
Branch Locations
236 1/2 E. Front St Suite 17, Traverse City, MI 49684 • United States
4086 Legacy Parkway, Lansing, MI 48911-4261 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Wealth Management, Llc | Traverse City | MI | 01/2008 | Present |
| Rehmann Financial | Traverse City | MI | 01/2007 | Present |
I AM A PARTNER AND ADVISOR AT INDEPENDENT WEALTH MANAGEMENT, LLC. I AM AN IAR WITH REHMANN FINANCIAL SERVICING CLIENTS JOINTLY DEVELOPED AT INTEGRATED WEALTH MANAGEMENT WITH MY FORMER PARTNERS WAYNE PAHSSEN AND GEORGE WEBER.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-12-31 |
Reach out to this advisor