Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-02-18 |
Branch Locations
14548 John Humphrey Drive, Orland Park, IL 60462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Financial Specialists Llc | Schaumburg | IL | 12/2020 | 02/2021 |
| Kubiak And Kubiak Cpas Limited | Chicago | IL | 06/2020 | Present |
| Pricewaterhousecoopers | Chicago | IL | 09/2015 | 04/2019 |
| Antares Capital | Chicago | IL | 04/2019 | 02/2020 |
| Unemployed | Chicago | IL | 02/2020 | 06/2020 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 02/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2021 | Present |
| Kubiak Financial Family Wealth Management | Orland Park | IL | 09/2021 | 09/2022 |
| Kubiak Wealth Partners, Llc | Frankfort | IL | 01/2026 | Present |
1)KUBIAK AND KUBIAK CPAS LIMITED; CHICAGO,IL; NON-INVESTMENT RELATED; PERSONAL TAX RETURNS/CORPORATE BOOKKEEPING AND TAX RETURNS; STAFF ACCOUNTANT/CPA; SINCE 6/2020; 160 HRS/MO 2) NAME OF OTHER BUSINESS: KUBIAK WEALTH MANAGEMENT INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 09/2022, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3) NAME OF OTHER BUSINESS: KUBIAK WEALTH PARTNERS, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 01/2026; POSITION/TITLE/RELATIONSHIP: OWNER / PRESIDENT; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR ADVISORY FEES AND SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-12 |
Reach out to this advisor