Best Investors
Account
Sign in
Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2018-02-28 |
| TX | RA | APPROVED_RES | 2018-02-22 |
Branch Locations
750 Main St Ste 211, Mendota Heights, MN 55118 • United States
Cottage Grove, MN • 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 |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Bloomington | MN | 04/2011 | 02/2018 |
| Various Insurance Carriers For W & R Insurance Agencies | Cottage Grove | MN | 04/2011 | 02/2018 |
| Cottage Grove Athletic Association | Cottage Grove | MN | 11/2014 | Present |
| Ameriprise Financial Services, Inc. | Mendota Heights | MN | 02/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Mendota Heights | MN | 03/2020 | Present |
Real Estate Ownership; Single Family; 8598 janero ave s, , cottage grove, MN, 55016; Not Investment-Related; 12/01/2021. Independent Insurance Brokering; MN Life/ Securian; 03/13/2018; Term Life.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-13 |
Reach out to this advisor