Best Investors
Account
Sign in
Best Investors
Account
Sign in
433 Main Street, Green Bay, WI 54301-5114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-03-15 |
| MN | RA | APPROVED | 2023-03-06 |
| WI | RA | APPROVED | 2023-03-06 |
Branch Locations
1835 Radio Dr., Woodbury, MN 55125 • United States
202 Snelling Avenue North, St. Paul, MN 55104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor Townsend & Kent Inc | Horsham | PA | 02/2014 | 09/2019 |
| Penn Mutual Life Ins Co | Horsham | PA | 02/2014 | 09/2019 |
| Lpl Financial, Llc | River Falls | WI | 11/2019 | 05/2022 |
| Personal Wealth Partners, Llc | River Falls | WI | 11/2019 | 01/2021 |
| Personal Wealth Partners, Llc | River Falls | IN | 01/2021 | 04/2022 |
| United Planners Financial Services | Scottsdale | AZ | 05/2022 | 03/2023 |
| Associated Investment Services, Inc. | St. Paul | MN | 03/2023 | Present |
SCHOEDER FAMILY FARM, N5296 300TH ST, ELMWOOD WI 54740; LEASE INCOME FROM FARM LAND; IS INVESTMENT RELATED; 25% OWNER; STARTED JULY 10, 2026; COLLECT RENTAL INCOME FROM FARM LEASE, NO DUTIES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-06-13 |
Reach out to this advisor