Best Investors
Account
Sign in
Best Investors
Account
Sign in
110 Enterprise Drive Suite 103, Verona, WI 53593 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-07-16 |
Branch Locations
3418 Monroe Street, Madison, WI 53711 • United States
110 Enterprise Drive Suite 103, Verona, WI 53593 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Madison | WI | 09/2014 | 04/2021 |
| Mml Investors Services | Madison | WI | 10/2014 | 04/2021 |
| Lpl Financial Llc | Madison | WI | 04/2021 | 07/2024 |
| Advisors' Pride Inc. | Madison | WI | 05/2021 | 10/2022 |
| Gateway Financial Partners, Llc | Madison | WI | 10/2022 | 07/2024 |
| Walkner Condon Financial Advisors Llc | Madison | WI | 07/2024 | Present |
F Point Consulting LLC, Investment Related, 434 S Yellowstone Dr. STE 201 Madison, WI 53719, Business Consulting, Owner, 12/10/2019, 4 Hours Per Month, 1 Hour During Securities Trading Hours Per Month, Consulting
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-03 |
Reach out to this advisor