Best Investors
Account
Sign in
Best Investors
Account
Sign in
3300 Fernbrook Ln N Suite 250, Minneapolis, MN 55447-5341 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2019-07-02 |
Branch Locations
3300 Fernbrook Ln N Suite 250, Minneapolis, MN 55447-5341 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Minneapolis | MN | 06/2015 | 04/2019 |
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2019 | Present |
| Financial Perspectives | Minneapolis | MN | 05/2019 | Present |
1) Financial Perspectives Inc., 3300 Fernbrook Lane N, Suite 250, Minneapolis, MN, 55447. RIA, Investment Related. 05/2019. 2) Insurance Licensed, 3300 Fernbrook Lane N, Suite 250, Minneapolis, MN 55447. Investment Related. 01/2016. 3) FP Tax & Accounting LLC, 3300 Fernbrook Lane N, Suite 250, Minneapolis, MN 55447. Assist with tax preparation. Not investment related. 01/2022.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-26 |
Reach out to this advisor