Best Investors
Account
Sign in
7820 Terrey Pine Ct, #200, Eden Prairie, MN 55347 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-03 |
| MN | RA | APPROVED | 2021-02-17 |
Branch Locations
7820 Terrey Pine Ct, #200, Eden Prairie, MN 55347 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Minnetonka | MN | 12/2014 | 03/2017 |
| Strategic Wealth Group Registered Investment Advisors, Llc | Minnetonka | MN | 03/2017 | 02/2021 |
| Strategic Wealth Group Registered Investment Advisors, Llc | Eden Prairie | MN | 02/2021 | Present |
| Lpl Financial Llc | Minnetonka | MN | 03/2015 | 10/2020 |
| Amanda Berry, Sole Proprietor | Eden Prairie | MN | 02/2021 | Present |
| Amanda Berry, Sole Proprietor | Minnetonka | MN | 01/2015 | Present |
| Lpl Financial Llc | Eden Prairie | MN | 02/2015 | Present |
| Assetwise Capital Llc | Minnetonka | MN | 05/2024 | Present |
1. 06/03/2024 - AssetWise Capital LLC - Business Entity For Tax/Investment Purposes Only - Owner - Not Investment Related - Start Date 05/10/2024 - 0 Hours Per Month/ During Trading 2. 06/26/2024 - Strategic Wealth Group - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 6/10/2024 - 160 Hrs/Mo; 120 Hrs During Trading. 3. 07/26/2024 - Strategic Wealth Group RIA LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 06/24/2024 - 40 Hours Per Month/ 20 Hours During Trading - I provide investment advisory services through Strategic Wealth Group, an independent investment advisor firm. I started this business activity in 06/2024. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 10/16/2024- Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 09/01/2024 - 1 Hour Per Month/ 0 Hours During Trading 5) 02/26/2025 - AMANDA BERRY - Not Investment Related - Home Based - Tax Prep/Accounting/CPA - Start Date:01/27/2025 - 1 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-20 |
Reach out to this advisor