Best Investors
Account
Sign in
Best Investors
Account
Sign in
12301 Whitewater Dr. Suite 40, Minnetonka, MN 55343 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-01-06 |
Branch Locations
12301 Whitewater Dr. Suite 40, Minnetonka, MN 55343 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Exit Planning Strategies, Llc | White Bear Lake | MN | 08/2005 | Present |
| Exit Planning Strategies, Llc | White Bear Lake | MN | 07/2009 | 12/2024 |
| Kestra Advisory Services, Llc | Woodbury | MN | 04/2016 | 12/2024 |
| Kestra Investment Services, Llc | Woodbury | MN | 01/2006 | 12/2024 |
| E-Wealth Partners | Minnetonka | MN | 01/2025 | Present |
Business Name: Exit Planning Strategies, LLC; Investment Related: No; Address: 700 Hall Avenue White Bear Lake MN 55110; Nature of Business: Exit Planning consulting for business owners; Position, Title or Relationship: Founder - President; Start Date: 8/30/2005; Hours per month: 100; Hours per month during trading hours: 100 Duties: Business Exit/Transition Consulting and Insurance Applications
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-02-02 |
Reach out to this advisor