Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-08-10 |
Branch Locations
2945 Triverton Pike Dr Ste 200, Madison, WI 53711 • 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 |
|---|---|---|---|---|
| Minnesota Life Insurance Company | St. Paul | MN | 09/1981 | 08/2023 |
| North Star Consultants | Madison | WI | 09/1981 | Present |
| C.R.I. Securities, Inc. | St Paul | MN | 08/1983 | 10/2021 |
| Securian Financial Services, Inc. | St Paul | MN | 08/1983 | 08/2023 |
| Cetera Wealth Services, Llc | Madison | WI | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
1) NORTH STAR CONSULTANTS & NORTH STAR BROKERAGE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/01/2011 ADDRESS: , Minneapolis MN , United States DESCRIPTION: Agent/Broker 2) RENTAL PROPERTY POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/1988 ADDRESS: , Madison WI , United States DESCRIPTION: Owner 3) RUSK COUNTY REALTY INC POSITION: Owner NATURE: Business Owner INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/1988 ADDRESS: , Ladysmith WI , United States DESCRIPTION: Owner 4) BRUNO LAKE PROPERTIES, LLC POSITION: Owner NATURE: Hunting Land INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/29/2021 ADDRESS: 881 Hillcrest lane, Oregon WI 53575, United States DESCRIPTION: 120 acres of recreational hunting land. Duties are only to pay the property tax annually and enjoy. 5) CREATIVE INVESTMENTS II, LLC POSITION: Member NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/1988 ADDRESS: 807 Lake Avenue West, Ladysmith WI 54848, United States DESCRIPTION: Blanket rental propery/real estate OBA 6) NAME OF OTHER BUSINESS: BDYZNBRGR, LLC; INVESTMENT RELATED: NO; ADDRESS: E4000 CEDAR ROAD ELEVA, WI 54738; NATURE OF BUSINESS: REAL ESTATE; START DATE: 07/2024; POSITION/TITLE/RELATIONSHIP: CO-OWNER/MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PURCHASED A PLOT OF LAND TO BUILD SHED FOR STORAGE PURCHASES; 7) NAME OF OTHER BUSINESS: NORTH STAR RESOURCE GROUP, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 03/2025, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 20, APX NUMBER OF HOURS DURING TRADING HOURS: 15, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 1982-01-07 |
Reach out to this advisor