Best Investors
Account
Sign in
Best Investors
Account
Sign in
1600 Aspen Commons Suite 825, Middleton, WI 53562 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-23 |
| WI | RA | APPROVED | 2025-12-23 |
Branch Locations
1600 Aspen Commons Suite 825, Middleton, WI 53562 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2009 | 07/2024 |
| Northwestern Mutual Investment Services, Llc | Middleton | WI | 12/2009 | 07/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2016 | 07/2024 |
| Commonwealth Financial Network | Waltham | MA | 07/2024 | 12/2025 |
| Sentinel Advisory Group | Middleton | WI | 07/2024 | Present |
1. Fixed insurance sales; Located at 1600 Aspen Commons, Suite 800, Middleton, WI 53562, as of 07/09/2024; 1% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-24 |
Reach out to this advisor