Best Investors
Account
Sign in
720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
201 23Rd Ave Sw Ste 200, Rochester, MN 55902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of St Thomas | St Paul | MN | 09/2004 | Present |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2005 | Present |
| Northwestern Mutual Investment Services, Llc | Mendota Heights | MN | 01/2006 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | Present |
1) MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS. 2) 50% OWNER, WHEN IN ROME, 1427 RAIN DANCE TRAIL, NEKOOSA, , WISCONSIN, 54457, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 9/15/2023, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, OVERSEE THE DESIGN, BUILD, AND SHORT TERM RENTAL OF A SINGLE FAMILY HOME; INVESTMENT-RELATED. 3) 50% OWNER, 1683 N AURORA LANE, 1683 N AURORA LANE, ROME, , WISCONSIN, 55447, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 6/20/2024, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 6-20, CABIN OWNERSHIP AND MAINTENANCE; INVESTMENT-RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-24 |
Reach out to this advisor