Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
200 Southdale Ctr Office Number 192, Edina, MN 55435 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Edina | MN | 03/2000 | 01/2025 |
| Osaic Wealth, Inc. | Edina | MN | 01/2025 | Present |
1) MICHAEL G. KHOURY 7701 FRANCE AVENUE SOUTH, SUITE 100 EDINA, MN 55435 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: INSURANCE AGENT DUTIES: OFFERING TRADITIONAL LIFE AND DISABILITY INSURANCE START DATE: 8/1/00 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 40 2) PROJECT READ 1620 W 98TH ST. #130 BLOOMINGTON, MN 55431 CATEGORY: CONSULTANT/MARKETING INVESTMENT RELATED: NO TITLE: CONSULTANT DUTIES: HELP ESTABLISH MARKETING STRATEGIES, SEMINARS, AND CREATE A SALES DIVISION FOR A PUBLISHER OF EDUCATIONAL MATERIALS FOR READING AND WRITING START DATE: 06/01/2006 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 30 3) MKG FINANCIAL, L.L.C. 7701 FRANCE AVENUE SOUTH SUITE 100 EDINA, MN 55435 CATEGORY: LEGAL ENTITY / LLC INVESTMENT RELATED: NO TITLE: OWNER DUTIES: SETTING UP LLC FOR THE SOLE PURPOSE OF ADMINISTERING PAYROLL FOR PEO PLANNER ASSISTANT START DATE: 11/20/14 HOURS PER MONTH: 0 HOURS PER MONTH DURING TRADING HOURS: 0 4)MICHAEL G. KHOURY 7701 FRANCE AVE S, SUITE 100 EDINA, MN 55435 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: ASSIST WITH LIFE SETTLEMENTS IF REQUESTED BY A CLIENT START DATE: 3/1/2022 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-06-17 |
Reach out to this advisor