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 | 2026-03-23 |
| MN | RA | APPROVED | 2025-06-13 |
Branch Locations
8500 Normandale Lk Blvd #970, Bloomington, MN 55437 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dimensional Fund Advisors | Austin | TX | 03/2015 | 03/2018 |
| Cliftonlarsonallen Wealth Advisors, Llc | Minneapolis | MN | 04/2018 | 08/2019 |
| Brighton Jones | Minneapolis | MN | 06/2021 | 02/2024 |
| Marquette Asset Management, Llc Dba Marquette Wealth Management, | Minneapolis | MN | 08/2019 | 06/2021 |
| Lpl Financial Llc | Bloomington | MN | 02/2024 | Present |
1) 03/11/2024 - Olson Wealth Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-08-23 |
Reach out to this advisor