Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Munson Avenue Suite B, Traverse City, MI 49686 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-12-18 |
Branch Locations
880 Munson Avenue Suite B, Traverse City, MI 49686 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance | Saginaw | MI | 07/2013 | 12/2017 |
| Rehmann Financial | Saginaw | MI | 04/2013 | 03/2019 |
| Rehmann Financial Network, Llc | Lansing | MI | 01/2017 | 03/2019 |
| Old Mission Investment Company, Llc | Traverse City | MI | 05/2019 | Present |
1)YWCA GREAT LAKES BAY REGION POSITION: Finance Committee Board Member NATURE: Non-Profit INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/27/2015 ADDRESS: 723 Washington Ave, Bay City MI 48708 DESCRIPTION: Review the finances and budget of the YWCA of the Great Lakes Bay Region. Including reviewing the balance sheet and financial statements as well as helping develop the budget for coming years. Helping develop ideas to eliminate expenses or grow profits. Reviewing the invested assets with the investment manager and making sure they are managing the assets in the best and most suitable way for the YWCA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-30 |
Reach out to this advisor