Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-17 |
| FL | RA | APPROVED | 2022-09-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Financial Specialists Llc | Schaumburg | IL | 06/2022 | Present |
| The Rehfeldt Group | Bradenton | FL | 01/2019 | 05/2019 |
| Purdue University | West Lafayette | IN | 08/2019 | 05/2022 |
| The Ranch Alf | Bradenton | FL | 05/2019 | 08/2019 |
| Purdue University | West Lafayette | IN | 07/2016 | 01/2019 |
| Rehfeldt Wealth Management | Bradenton | FL | 07/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2022 | Present |
| The Ranch Assisted Living Facility | Bradenton | FL | 12/2022 | Present |
1) NAME OF OTHER BUSINESS: REHFELDT WEALTH MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 7/2022; POSITION/TITLE/RELATIONSHIP: CLIENT SERVICE ASSOCIATE; APX NUMBER OF HOURS PER WEEK: 50; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: CLIENT SERVICES, PREPARE FILES, CLIENT MEETING NOTES AND REPORTS, BACK OFFICE FUNCTIONS; 2) NAME OF OTHER BUSINESS: THE RANCH ASSISTED LIVING FACILITY ; INVESTMENT RELATED: NO; ADDRESS: 4919 LORRAINE ROAD BRADENTON, FL 34211; NATURE OF BUSINESS: SOCIAL MEDIA MANAGER; START DATE: 12/2022; POSITION/TITLE/RELATIONSHIP: SOCIAL MEDIA MANAGER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: UPDATING AND REVAMPING THE COMPANIES CURRENT WEBSITE, CREATING CONTENT FOR SOCIAL MEDIA PLATFORMS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-27 |
Reach out to this advisor