Best Investors
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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-03-17 |
Branch Locations
406 Science Dr., Ste. 408, Madison, WI 53711 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Wisconsin | Madison | WI | 02/2019 | 02/2022 |
| Culver's Franchise System Incorporated | Hendersonville | TN | 04/2014 | 02/2019 |
| Next Level Planning And Wealth Management | Brookfield | WI | 02/2022 | 03/2025 |
| Lpl Financial, Llc | Brookfield | WI | 02/2022 | 03/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2025 | Present |
1. FINANCIAL INTEGRATORS, 4924 Champions Run, Middleton WI 53562, 03/2025, W2 Employee, Employee (receive a W-2), INV REL, 200 HR/MO, 160 HR/MO TRADING. 2. EF JOHNSON FINANCIAL LLC, 4924 Champions Run, Middleton WI 53562, United States, 04/21/2025, Owner, Owner/Partner of a Business Entity, INV REL, 2 HR/MO, 1 HR/MO TRADING. 3. JJP 2, LLC, 4140 Grand Ave, Des Moines IA 50312, United States, 04/01/2025, Owner, Owner/Partner of a Business Entity, INV REL, 2 HR/MO, 1 HR/MO TRADING. 4. GILDA'S CLUB MADISON, 7907 UW Health Ct., Middleton WI 53562, 05/2025, Board Member, Volunteer, NIR, 1 HR/MO, 0 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-18 |
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