Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2023-09-01 |
| MN | RA | APPROVED | 2023-09-01 |
Branch Locations
309 Lakeland Drive Southeast Unit 2, Willmar, MN 56201 • 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 |
|---|---|---|---|---|
| Sagepoint Financial, Inc | Marquette | MI | 01/2009 | 09/2023 |
| J.D. Kreps Financial Group, Inc | Willmar | MN | 01/2009 | Present |
| Osaic Wealth, Inc. | Willmar | MN | 09/2023 | Present |
1. JD KREPS FINANCIAL GROUP INC. 2002 POSITION: Other - employee NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 160 START DATE: 02/01/2009 ADDRESS: 309 Lakeland Drive SE, Unit 2 Willmar, MN 56201, Willmar MN 56201 DESCRIPTION: As an advisor I meet with clients on a regular basis. We discuss their goals and objectives for the investment accounts that they have and what the purpose of the account is, and based on that I make recommendations for investments that will help them meet their objectives. 2. JD KREPS FINANCIAL GROUP POSITION: Statutory Agent - NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/01/2011 ADDRESS: 309 Lakeland Drive SE, Unit 2 Willmar, MN 56201, Willmar MN 56201 DESCRIPTION: As a Financial Advisor, I meet with clients and review their financial situation. Sometimes it is appropriate for them to buy life insurance to cover the debts they have and provide for their families or protect some other asset in the event of their death. 3. MOTHERS ESTATE POSITION: see above NATURE: Mother's Estate Plan INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/13/2021 ADDRESS: 179 Lake Ave N, Spicer MN 56288, United States DESCRIPTION: I am listed as the Co-Successor Trustee of my mother's trust, Co-Successor Personal Representative of my mother's Will, and Second Successor Attorney In Fact of my mom's Power of Attorney, and Health Care Agent along with my sisters for her Health Care Directive. 4. TODD AHRENHOLZ POSITION: Notary Public NATURE: Other INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/27/2018 ADDRESS: 309 Lakeland Drive SE, Unit 2, Willmar MN 56201 DESCRIPTION: I provide Notary Public services to clients when needed for no fee. 5. WILLMAR ASSEMBLY OF GOD POSITION: Deacon Board Member NATURE: It is a church INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 3 START DATE: 02/23/2025 ADDRESS: 3821 Abbott Ave SW, Willmar MN 56201 DESCRIPTION: If elected, I would be a member of the churches Deacon Board which provides guidance to the pastoral staff of the church. 6. WEST CENTRAL MN YOUTH FOR CHRIST POSITION: Volunteer NATURE: A Christian organization designed to reach young people INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/18/2025 ADDRESS: 106 Litchfield Ave SW, Willmar MN 56201, United States DESCRIPTION: I am a Parent Life volunteer working with teenage moms and dads
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-29 |
Reach out to this advisor