Best Investors
Account
Sign in
Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-21 |
| WI | RA | APPROVED | 2014-01-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sportservice Inc. | Milwaukee | WI | 04/1997 | Present |
| Waukesha State Bank | Waukesha | WI | 11/2009 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 11/2009 | Present |
| Cetera Investment Advisers Llc | Waukesha | WI | 01/2014 | Present |
1.) FIXED INSURANCE SOLD THROUGH WAUKESHA STATE BANK'S INSURANCE AGENCY, 2.) REFERRALS TO PRAIRIE TRUST/WAUKESHA STATE BANK WEALTH MANAGEMENT, LESS THAN 1/HR/WK;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-25 |
Reach out to this advisor