Best Investors
Account
Sign in
Best Investors
Account
Sign in
5938 Venture Park Drive, Kalamazoo, MI 49009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-09-21 |
| MI | RA | APPROVED | 2016-05-25 |
Branch Locations
5938 Venture Park Drive, Kalamazoo, MI 49009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2016 | Present |
| Wolff Financial Management, Llc | Kalamazoo | MI | 04/2015 | Present |
1) Independent Insurance Agent-Not investment related-5938 Venture Park Drive, Kalamazoo, MI 49009-Term Life Insurance & Fixed Annuities-Insurance Sales-8/2001-3 hrs/mth-2 during trading hrs-Provides life and annuity solutions for clients 2) Futurevest Financial LLC-Not investment related-5938 Venture Park Drive, Kalamazoo, MI 49009-real estate/one parcel consisting of vacant land-Owner-1/2007-1 hrs/mth-0 during trading hrs-Makes sure taxes and related fees are paid 3) Matthew R Wolff CPA-Not investment related-5938 Venture Park Drive, Kalamazoo, MI 49009-Tax planning and consulting-Owner-9/1995-5 hrs/mth-0 during trading hrs-Consults with individuals and small business' regarding tax questions. 4) Wolff Financial Management LLC RIA-Investment related-5938 Venture Park Drive, Kalamazoo, MI 49009-Owner-4/2016-200 hrs/mth-150 during trading hrs-Assists clients in meeting financial goals 5) PKS Financial. Not Investment Related. 5938 Venture Park Drive, Kalamazoo, MI 49009. Fixed Insurance. Insurance Sales. 05/18/2016. 3 hrs/mo; 2 hrs During Trading. Provide Insurance Solutions for Clients.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-03-16 |
Reach out to this advisor