Best Investors
Account
Sign in
Best Investors
Account
Sign in
3395 Sw Garden View Ave, Portland, OR 97225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-30 |
| WA | RA | APPROVED | 2023-03-21 |
Branch Locations
667 Grant Road, Suite 1, East Wenatchee, WA 98802 • United States
3395 Sw Garden View Ave, Portland, OR 97225 • United States
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2000-04-12 |
Branch Locations
667 Grant Road, Suite 1, East Wenatchee, WA 98802 • United States
6267 Carpinteria Avenue, Carpinteria, CA 93013 • 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 |
|---|---|---|---|---|
| Erik Peterson Orchards | Wenatchee | WA | 03/2010 | Present |
| Planmember Securities Corporation | East Wenatchee | WA | 11/1999 | Present |
| Planmember Securities Corporation | East Wenatchee | WA | 04/2000 | Present |
| Financial Alternatives | East Wenatchee | WA | 01/1999 | Present |
| Cs Planning Corp. | Portland | OR | 03/2023 | Present |
1) FINANCIAL ALTERNATIVES, LLC - 667 Grant Road, Suite 1 East Wenatchee, WA 98802. AGENT; LIFE INSURANCE, FIXED ANNUITIES; START 1995; 20 HRS/MO; 10 HRS DURING SECURITIES TRADING; IR 2) Planmember Securities Corporation, Investment-Related; Investment Advisor Representative (start 4/2000) and Registered Representative (Start 11/1999), financial advisory and investment services; 80 hours per month/80 hours during trading. 3) ERIK PETERSON ORCHARDS; OWNER; WENATCHEE WA; CHERRY ORCHARD; 50 HOURS/MONTH 1 HOUR DURING TRADING; START 3/2010; NIR 4)CS Planning Corp DBA Financial Alternatives; 667 Grant Road, Suite 1 East Wenatchee WA 98802; Start Date 03/2023; Investment Advisor Representative (IAR); Provide investment/retirement planning and advisory products as an IAR through CS Planning; 160 hrs/mo; 80 hrs/mo during trading. IR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-13 |
Reach out to this advisor