Best Investors
Account
Sign in
Best Investors
Account
Sign in
226 N. Broad Street, Mankato, MN 56001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-02 |
| TX | RA | APPROVED_RES | 2022-10-27 |
| MN | RA | APPROVED | 2013-12-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifeplan Financial, Llc | Mankato | MN | 08/2005 | Present |
1. SOUTH CENTRAL COLLEGE FOUNDATION; 1920 LEE BLVD. N. MANKATO, MN 56003 - NOT INVESTMENT RELATED - 11/5/05 - PRES; 2HRS/MO SPENT DURING SEC TRADING HRS; FINANCE COMMITTEE- REVIEW FINANCIAL STATEMENTS OF THE FOUNDATION AND FOLLOW GUIDELINES SET BY THE FOUNDATION BOARD. 2. DBA ADVISOR SERVICES OF FLORIDA, LLC (NAME CHANGE FROM EFS ADVISOR SVCS); 6140 RODNEY BAY LANE, NAPLES, FL 34113 - NOT INVESTMENT RELATED - 2000 - PRES; 60% OF TIME SPENT & DURING SEC TRADING HOURS PERFORMING CONTRACT RELATED SVCS OF MARKETING, ADMIN, COMPLIANCE, AND HUMAN RESOURCES FOR LIFEPLAN FINANCIAL, LLC. 3. 226 BUILDING LLC - PRESIDENT AND TREASURER - COMMERCIAL BUILDING LEASES - NOT INVESTMENT RELATED - START DATE: 06/01/2013 - 2 HOURS/MONTH TIME SPENT, NONE DURING SEC TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-06-25 |
Reach out to this advisor