Best Investors
Account
Sign in
Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2013-11-23 |
| TX | RA | APPROVED_RES | 2006-10-03 |
Branch Locations
7650 Edinborough Way Ste 225, Edina, MN 55435 • United States
Edina, MN • United States
Pequot Lakes, MN • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Bloomington | MN | 08/1994 | 03/2020 |
| Ameriprise Financial Services, Llc | Edina | MN | 03/2020 | Present |
Business Ownership; SPWG LLC; ; LLC will be used for expense tracking and management for new AMP team.; 3800 American Blvd. W. Suite 1050 Bloomington, MN 55431, ,; Not Investment-Related; 02/16/2015; 1 to 9 hours per month; 0 during trading hours / Pinnacle Tax Solutions; Owner; Tax Preparation; 3800 American Blvd. W. Suite 1050 Minneapolis, MN 55431, ,; Not Investment-Related; 05/15/2018; 10 to 19 hours per month; 10 to 19 during trading hours / Team Four; Managing Partner; Entity for operating expeneses; 7650 Edinborough Way Ste 225Edina, MN 55435, ,; Not Investment-Related; 11/12/2018; 1 to 9 hours per month; 0 during trading hours / Team THT; Co-owner; Multi-member LLC used for expense and management of finances for Tom Luxem, Matt Greer and David Olson.; 7650 Edinborough, Suite 225, Edina, MN, 55435; Not Investment-Related; 09/05/2023; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Pinnacle Tax Solutions; Partner - Owner; ; 3800 American Blvd. W. Suite 1050, ,; Not Investment-Related; 05/15/2018; 10 to 19 hours per month; 10 to 19 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-10-14 |
Reach out to this advisor