Best Investors
Account
Sign in
Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-22 |
| VA | RA | APPROVED | 2017-11-29 |
Branch Locations
42 Stoneridge Dr Ste 102, Waynesboro, VA 22980 • United States
333 Neff Ave Ste B, Harrisonburg, VA 22801 • United States
Harrisonburg, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Harrisonburg | VA | 02/2014 | 11/2017 |
| Stratos Wealth Partners, Ltd | Harrisonburg | VA | 02/2014 | 11/2017 |
| Ameriprise Financial Services Inc | Harrisonburg | VA | 11/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Waynesboro | VA | 03/2020 | Present |
Business Ownership; PFK ENTERPRISES LLC; Shareholder of PFK ENTERPRISES LLC, d/b/a Koogler Financial Group, which is our team name with Ameriprise Financial.; Manage Ameriprise Business; 42 Stoneridge Drive, Suite 102, Waynesboro, VA, 22980; Investment-Related; 01/20/2025; 60 hours per month; 60 during trading hours. Outside Employment; PFK Enterprises LLC d/b/a Koogler Financial Group; I am an Associate Financial Advisor working for PFK Enterprises, LLC, d/b/a Koogler Financial Group with Ameriprise Financial; Manage advisory business; 42 Stoneridge Drive, Suite 102, , Waynesboro, VA, 22980; Investment-Related; 01/20/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-09 |
Reach out to this advisor