Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-12 |
| MN | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell And Reed, Inc. | Eagan | MN | 09/2009 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Chaska | MN | 12/2009 | 07/2021 |
| M.K.A.K, Inc | Savage | MN | 01/2015 | 07/2021 |
| A&M Chanhassen Child Care Inc Dba Next Steps Learning Center | Savage | MN | 08/2015 | 07/2021 |
| Kerber Holdings Llc | Chaska | MN | 01/2018 | 07/2021 |
| Lpl Financial Llc | Eagan | MN | 07/2021 | Present |
1. 09/21/2021/M.K.A.K. Inc/Business Entity For Tax/Investment Purposes Only/Investment Related/Chaska, MN/Start Date 1/31/2015 - 1 HRS/MO 2. 09/21/2021/Matthew Kerber/Business Entity For Tax/Investment Purposes Only/Investment Related/Chanhassen, MN - Start Date 7/28/2015 3. 09/21/2021/A & M Chaska Child Care Inc DBA Next Steps Learning Center/Business Entity For Tax/Investment Purposes Only/Investment Related/Chanhassen, MN/ Start Date 8/31/2015 - 1 hour per month 4. 09/21/2021/Kerber Holdings LLC/Real Estate Rental/Investment Related/Chaska, MN/ Start Date 1/31/2018 - 5. 11/07/2022 - A & M Kerber Holdings LLC - Not Investment Related - Shakopee, MN 55379 - Real Estate Rental - Start Date - 10/21/2022 - 3 Hours Per Month/0 Hours During Securities Trading 6. 11/07/2022 - A & M Carver Child Care Inc dba Next Steps Learning Center - Investment Related - Carver, MN 55315 - Other - Child Care and Learning Center - Start Date - 10/21/2022 - 2 Hours Per Month/0 Hours During Securities Trading 7. 10/27/2023 - A & M Shakopee Child Care Inc DBA Next Steps Learning Center - Owner - Other - Child Care and Learning Center - Investment Related - Shakopee, MN 55379 - Start Date 12/04/2023 - 3 Hours Per Month/ 0 Hours During Trading 8. 02/03/2025 - Next Steps Carver Holdings LLC - Real Estate Rental - Owner - Investment Related - Carver, MN - Start Date 01/30/2025 - 0 hours per month/ during trading 9. 02/02/2026 - Oak Leaf Partners LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 01/01/2025 - 170 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-09 |
Reach out to this advisor