Best Investors
Account
Sign in
Best Investors
Account
Sign in
4100 Lexington Ave N Suite 100, Shoreview, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-04-07 |
| MN | RA | APPROVED | 2022-04-06 |
Branch Locations
4100 Lexington Ave N Suite 100, Shoreview, MN 55126 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Great Waters Financial | New Hope | MN | 03/2013 | Present |
| Advisornet Wealth Management | Minneapolis | MN | 06/2015 | 04/2022 |
| Great Waters Wealth Management | Shoreview | MN | 04/2022 | Present |
1. Insurance, New Hope, MN, noninvestment related, insurance sales, agent, 6/2015 to present, 80 hours per month, 80 hours/month during trading hours. 2. Name of Other Business: Great Waters Financial Investment Related: Yes Address: 4100 Lexington Ave N, Suite 100, Shoreview, MN 55126 Nature of Business: Insurance Position: Agent Start Date: 4/2016 3. Name of business: DayFi Inc. Nature of business: Budgeting app Start date: 5/16/25 Title/position: CEO Hours/month: 5, 0 during securities trading hours Investment related: no Description of duties: oversee development of the application
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-13 |
Reach out to this advisor