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 |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2023-12-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kohler Company | Kohler | WI | 06/2015 | 03/2020 |
| Lpl Financial Llc | Tomah | WI | 04/2020 | Present |
1)5/11/2020- Egstad Insurance & Investments- Non-Variable Insurance - Agent selling life and Health- Inv. Related- Tomah, WI- start date 3/23/2020-5hrs/mth 2) 7/20/2020 - Egstad Wealth Management, DBA for Norstad, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/20/2020 - 1 Hour Per Month During Securities Trading. 3) 12/17/2024- Business Entity For Tax/Investment Purposes Only- Egstad Wealth Management (DBA for EWM LLC)-INV Related- At reported business location(s)- Start date 01/01/2025- 10 Hours Per Month-
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-12 |
Reach out to this advisor