Best Investors
Account
Sign in
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-09-26 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
505 Hwy 169 N Suite 1100, Plymouth, MN 55441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Knw Group | Minnetonka | MN | 10/2010 | 04/2018 |
| Kestra Investment Services, Llc. | Bloomington | MN | 04/2016 | 03/2022 |
| Abbey Street | Eden Prairie | MN | 04/2018 | 03/2020 |
| Gallagher Benefit Services, Inc. | Bloomington | MN | 03/2020 | 03/2022 |
| Kestra Advisory Services, Llc. | Bloomington | MN | 04/2016 | 03/2022 |
| Triad Advisors Inc | Norcross | GA | 03/2022 | 06/2022 |
| Gallagher Fiduciary Advisors, Llc | Bloomington | MN | 04/2022 | 06/2022 |
| Kestra Investment Services Llc | Plymouth | MN | 06/2022 | Present |
| Kestra Advisory Services Llc | Plymouth | MN | 06/2022 | Present |
KNW GROUP LLC DBA NFP CORP. POSITION: Senior Retirement Plan Consultant NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/27/2022 ADDRESS: 505 Waterford Park Highway 169 N, Suite 1100, Plymouth MN 55441, United States DESCRIPTION: Responsible for acting as a relationship manager for a block of defined contribution retirement plan clients. KESTRA ADVISORY SERVICES, LLC POSITION: Senior Retirement Plan Consultant NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/27/2022 ADDRESS: 5707 Southwest Parkway, Blg 2, Suite 400, Austin TX 78735, United States DESCRIPTION: Responsible for acting as relationship for a block of defined contribution plan clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-31 |
Reach out to this advisor