Best Investors
Account
Sign in
720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2015-01-12 |
Branch Locations
701 Xenia Ave S Ste 600, Golden Valley, MN 55416 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2014 | 06/2018 |
| Northwestern Mutual Investment Services Llc | Edina | MN | 07/2014 | Present |
| Student | Madison | WI | 07/2013 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2018 | 04/2026 |
| Michael Erpelding | Edina | MN | 06/2018 | 04/2026 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 04/2026 | Present |
1) MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS; NON INVESTEMENT-RELATED. 2) CCTA LLC, LEGAL ENTITY - RECEIVING WMC COMPENSATION FROM PERSONAL PRODUCTION, START DATE: 6/1/2026, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, ESTABLISHED FOR BUSINESS PURPOSES; INVESTMENT-RELATED. 3) 100% OWNER, CML LEGACY HOLDINGS LLC, LEGAL ENTITY, START DATE: 6/1/2026, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, ESTABLISHED FOR BUSINESS PURPOSES; INVESTMENT-RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-08 |
Reach out to this advisor