Best Investors
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Account
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225 South Sixth Street Suite 1400, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-04-01 |
Branch Locations
13230 Watertown Plank Rd, Elm Grove, WI 53122 • United States
225 South Sixth Street Suite 1400, Minneapolis, MN 55402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northrock Partner, Llc | Elm Grove | WI | 04/2026 | Present |
| Giangelo's Pizzeria Italian Restaurant & Bar | Youngstown | OH | 01/2016 | 07/2019 |
| Tippecanoe Country Club | Youngstown | OH | 04/2020 | 09/2020 |
| Lake Forest Country Club | Hudson | OH | 03/2021 | 10/2021 |
| Ups | Akron | OH | 11/2021 | 03/2022 |
| Lifetime Financial Growth | Columbus | OH | 05/2022 | 08/2022 |
| Pastimes Pub & Grill | Columbus | OH | 05/2022 | 08/2022 |
| Tavern At The Lakes | Kent | OH | 10/2022 | 03/2023 |
| Kent Parks & Recreation Administrative Office | Kent | OH | 01/2023 | 05/2023 |
| Vantage Financial Partners, Llc | Milwaukee | WI | 07/2023 | 04/2026 |
| Kent State University | Kent | OH | 07/2019 | 08/2023 |
AM Investors LLC; 13230 Watertown Plank Rd Elm Grove, WI 53122; Investment-related; Investor owner; Investment in agentic AI business; Devote 1-2 hours/month; 0 hours/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-22 |
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