Best Investors
Account
Sign in
Best Investors
Account
Sign in
575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-12-09 |
| IL | RA | APPROVED | 2025-09-22 |
Branch Locations
1509 N Milwaukee Ave, Libertyville, IL 60048 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tb Taxidermy | Browntown | WI | 06/2006 | 12/2023 |
| The Tranel Group, Llc | Libertyville | IL | 09/2010 | Present |
| Harbour Investments, Inc. | Madison | WI | 09/2025 | Present |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 09/2010 | 04/2026 |
| 818 Capital Group, Llc | Libertyville | IL | 09/2010 | Present |
1) The Tranel Financial Group – DBA 2) 818 Capital Group, LLC | Address? | Employee | Description: Perform various tasks to serve clients of the firm | Beginning 6/2023 | 3 hours per month, 3 during trading hours | Paid position | Investment related 3) Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 4) Liberty One Investment Management, LLC | 1509 N. Milwaukee Avenue, Libertyville, IL 60048 | Investment Committee Member | Description: Review various reports pertaining to decisions being considered within investment strategies | Beginning 6/2010 | 4 hours per month, 0 during trading hours | Unpaid | Investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-31 |
Reach out to this advisor