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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-10 |
| MI | RA | APPROVED | 2026-03-06 |
Branch Locations
210 Central Ave Suite 250, Holland, MI 49423 • United States
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bloomfield Hills Financial | Bloomfield Hills | MI | 01/2016 | 12/2019 |
| First Allied Securities, Inc | San Diego | CA | 01/2016 | 12/2019 |
| First Allied Advisory Services, Inc. | Chesterfield | MO | 04/2016 | 12/2019 |
| Allworth Financial | Grandville | MI | 12/2019 | 03/2026 |
| Aw Securities | Grandville | MI | 12/2019 | 03/2026 |
| Osaic Wealth | Scottsdale | AZ | 03/2026 | Present |
| Osaic Advisory Services | Atlanta | GA | 03/2026 | Present |
1. DAN RAUSCH, CPA POSITION: CPA NATURE: Sole proprietor accounting and tax consultation INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1988 ADDRESS: 1126 Yorkshire Road, Birmingham MI 48009-5910, United States DESCRIPTION: Sole proprietor accounting and tax consultation 2. DAN RAUSCH POSITION: Agent NATURE: Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 12 START DATE: 01/01/2015 ADDRESS: 210 Central Avenue, #250, Holland MI 49423, United States DESCRIPTION: Manage Life, Health, and Annuity contracts on behalf of wealth management clients. 3. KARS WEALTH MANAGEMENT LLC POSITION: Managing Member NATURE: Management and administration of an investment advisory branch office INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/06/2026 ADDRESS: 210 Central Avenue, #250, Holland MI 49423, United States DESCRIPTION: Manage business operations of the LLC including marketing, accounting and bookkeeping as well as holding this name out to the public for my advisory and securities business, which includes financial and retirement planning for clients, in both fee-only advisory and commission type accounts.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-04-09 |
| S65 | Uniform Investment Adviser Law Examination | 2015-03-25 |
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