Best Investors
Account
Sign in
Best Investors
Account
Sign in
20300 Water Tower Boulevard, Suite 250, Brookfield, WI 53045 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-03-03 |
Branch Locations
20300 Water Tower Boulevard, Suite 250, Brookfield, WI 53045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Waukesha | WI | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Waukesha | WI | 11/2016 | 05/2020 |
| Wells Fargo Advisors Financial Network, Llc | Brookfield | WI | 05/2020 | 03/2023 |
| Bkm Wealth Management | Brookfield | WI | 03/2023 | Present |
Michael and Bonnie Schroeder Irrevocable Trust Trustee Wauwatosa, WI Start Date: March 9, 2023 Investment Related Devotes 1 hour per month, not during securities trading hours. Duties include carrying out the terms of the Trust, managing assets held in the Trust and handle day-to-day financial matters.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-16 |
Reach out to this advisor