Best Investors
Account
Sign in
Best Investors
Account
Sign in
2434 Superior Drive Nw Suite 101, Rochester, MN 55901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-03-26 |
Branch Locations
2434 Superior Drive Nw Suite 101, Rochester, MN 55901 • United States
200 Southdale Center, Edina, MN 55435 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2016-10-11 |
Branch Locations
2434 Superior Dr. Nw Suite 101, Rochester, MN 55901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peak Brokerage Services, Llc | Palm Beach Gardens | FL | 10/2015 | 09/2016 |
| Peak Brokerage Services, Llc | Palm Beach Gardens | FL | 09/2016 | Present |
| Star Capital Inc. | Bloomington | MN | 10/2016 | Present |
| Strategic Asset Management | Rochester | MN | 03/2024 | Present |
1) STRATEGIC TAX AND RETIREMENT; DBA; CORP; 0% OWNERSHIP; EMPLOYEE; INDEFINITE TERM; 2) Star Capital Inc; RIA-IAR, 5-10 hours per month spent on activity, all during trading hours. 2) Star Capital; Investment Advice RIA-IAR. 5-10 hours per month spent on activity. 5-10 hours per month spent on activity during trading hours. 3) Strategic Asset Management; Investment Adviser Representative; Investment related;? Address: 2434 Superior Dr NW Rochester MN 55901; Start date: 2024-03-30; Hours per month: 0; Hours per month during trading hours: 0; Description: Portfolio management and financial planning services. 4) Strategic Retirement Solutions; Owner/Planner; Investment related; 2434 Superior Dr NW Rochester MN 55901; Description of the business: Financial planning arm of the company; Start date: 2014-11-14; Hours per month devoted to business during trading hours: 25; Hours per month devoted to business outside trading hours: 25; Percentage of total yearly compensation expected to be derived from the business: 50. 5) My Life Guys; Insurance Agent; Investment related; 2434 Superior DR Nw, Ste 101 Rochester MN 55901; Description of the business: Actively doing insurance business under the My life guys insurance company ; Responsibilities Duties: Informing and soliciting business in the insurance field ; Start date: 2024-01-01; Hours per month devoted to business during trading hours: 4; Hours per month devoted to business outside trading hours: 0 Percentage of total yearly compensation expected to be derived from the business: 30; Contact person at the organization: Gregory Nelson.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-13 |
Reach out to this advisor