Best Investors
Account
Sign in
Best Investors
Account
Sign in
7935 Stone Creek Drive Suite 120, Chanhassen, MN 55317 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-27 |
| MN | RA | APPROVED | 2022-03-28 |
Branch Locations
7935 Stone Creek Drive Suite 120, Chanhassen, MN 55317 • United States
St. Louis Park, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Md Financial / Vestment Financial | Chanhassen | MN | 09/2021 | Present |
| Burnsville High School | Burnsville | MN | 09/2014 | 05/2017 |
| Bhs Financial | Burnsville | MN | 09/2017 | 05/2019 |
| University Of Minnesota Duluth | Duluth | MN | 09/2017 | 05/2021 |
| Unemployed | Duluth | MN | 05/2017 | 09/2017 |
| Unemployed | Chanhassen | MN | 05/2021 | 09/2021 |
NAME OF OBA: PAUL SWANSON CPA; ADDRESS OF OBA: BURNSVILLE, MN 55337; NATURE: CPA TAX FIRM; INVESTMENT RELATED: NO; TITLE WITH OBA: TAX PREPARER; DUTIES: SEASONAL WORK PREPARING INDIVIDUAL TAX RETURNS DURING TAX SEASON; START DATE: 02/2021; APPROX. NUMBER OF HOURS/MONTH: 40 - 50 (FEBRUARY, MARCH, APRIL); APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-28 |
Reach out to this advisor