Best Investors
Account
Sign in
1133 Quail Court Suite 100, Pewaukee, WI 53072 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 1999-01-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lasalle Investments | Pewaukee | WI | 03/1995 | Present |
| Superior Financial Services, Inc | Jackson | WI | 07/2017 | Present |
?the name of the other business; LASALLE INVESTMENTS (SEE EMPLOYMENT HISTORY) ?the name of the other business; SUPERIOR FINANCIAL SERVICES ?whether the business is investment-related Yes ?the address of the other business; N168W21931 Main Street Jackson, WI 53037 ?the nature of the other business; Servicing Clients, Securities Sales ?your position; Financial Advisor/ Registered Representative ?title, or relationship with the other business; Brokerage Services ?the start date of your relationship; 7/6/2021 ?the approximate number of hours/month you devote to the other business; 10 Hours / Week ?the number of hours you devote to the other business during securities trading hours; 10 Hours / Week ?and briefly describe your duties relating to the other business; Managed Clients' Portfolios and help them reach their Financial Goals ?the name of the other business; LIFE BROKERAGE PLUS ?whether the business is investment-related Yes ?the address of the other business; W351 N5316 Road C Oconomowoc, WI 53037 ?the nature of the other business; Servicing Clients, Insurance Sales ?your position; Financial Advisor/ Insurance Agent ?title, or relationship with the other business; Brokerage Services ?the start date of your relationship; 6/15/2002 ?the approximate number of hours/month you devote to the other business; 5 Hours / Week ?the number of hours you devote to the other business during securities trading hours; 5 Hours / Week ?and briefly describe your duties relating to the other business; Write Life Insurance or Disability Insurance or Long Term Care policies
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-01-10 |
Reach out to this advisor