Best Investors
Account
Sign in
Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodmen Financial Resources | Sheboygan Falls | WI | 05/1995 | Present |
| Fortis Investors, Inc. | Malone | WI | 07/1995 | Present |
| Osaic Wealth, Inc. | Malone | WI | 01/2024 | Present |
1) WWAYNE FREUND INSURANCE POSITION: Owner/Agent NATURE: Selling and Servicing Fixed Life and Annuity Insurance. As well as Long-Term Care Insurance and other health insurance products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 70 START DATE: 07/01/2008 ADDRESS: N10254 US Highway 151, Malone WI 53049, United States DESCRIPTION: Selling and Servicing of insurance products and health insurance 2) WAYNE AND BECKY FREUND POSITION: LAND OWNER NATURE: I INHERITED FARM LAND FROM MY DAD AND THE PROPERTY IS RENTED OUT TO A NEIGHBOR/RELATIVE FARMER. INVESTMENT RELATED: YES NUMBER OF HOURS: 0 INVESTMENT RELATED HOURS: 0 START DATE: 01/01/2011 ADDRESS: CALMAR RD, MALONE WI 53049 DESCRIPTION: I HAVE NO DUTIES. JUST RECEIVE THE LAND RENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-31 |
Reach out to this advisor