Best Investors
Account
Sign in
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2023-02-10 |
Branch Locations
315 Calais Dr., Mesquite, NV 89027 • United States
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Concepts Retirement Planning, Llc | Mesquite | NV | 01/2007 | 01/2017 |
| Ron Bird Portraits | Mesquite | NV | 01/2017 | 01/2019 |
| Financial Concepts Retirement Planning, Llc | Mesquite | NV | 01/2019 | Present |
| Gradient Advisors Llc | Arden Hills | MN | 02/2023 | Present |
1. Financial Concepts INC; Investment Related; 315 Calais Dr. Mesquite, NV 89027; Advisor; Financial Advisor; Investment Advisor Representative; 2/2023; 100hrs/mo; Advisory services 2. Financial Concepts Retirement Planning, LLC; Investment related; 315 Calais Dr. Mesquite, NV 89027;Insurance ; Agent; 01/07-01/17 & 01/2019; 160hrs/mo; Insurance Sales & Document Preparation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-22 |
Reach out to this advisor