Best Investors
Account
Sign in
13100 Wayzata Blvd Suite 330, Minnetonka, MN 55305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-12-31 |
Branch Locations
13100 Wayzata Blvd Suite 330, Minnetonka, MN 55305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Minnetonka | MN | 07/2007 | 12/2020 |
| Strategic Wealth Group Registered Investment Advisor, Llc | Minnetonka | MN | 04/2018 | 12/2020 |
| Christopher W. Gerber, Sole Proprietor | Bradenton | FL | 07/2007 | 12/2020 |
| Beautiful Light, Llc | Bradenton | FL | 05/2010 | Present |
| Cfa Institute | Minneaplis | MN | 06/1996 | 12/2020 |
| Kaplan, Inc. | Lacrosse | WI | 12/2020 | Present |
1. 07/26/2007: Christopher W. Gerber, Sole Proprietor - INV REL - Bradenton, FL - NON-VARIABLE INSURANCE - 10% OF TIME SPENT - LTC, DISABILITY INSURANCE 2. 05/10/2010: BEAUTIFUL LIGHT, LLC - NOT INV REL - PHOTOGRAPHY - 1% OF TIME SPENT - PHOTOGRAPHER: PHOTOGRAPH PEOPLE, ANIMALS, EVENTS, LANDSCAPE, ARCHITECTURE Bradenton, FL 3. 10/29/2015 - CFA Institute - INV REL - Outside/W-2 Employment - START 06/24/2016 - grading CFA exams. 4. 6/6/2018 - Strategic Wealth Group RIA, LLC - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 05/31/2018 - 160 Hours Per Month During Securities Trading - I provide investment advisory services through Strategic Wealth Group RIA, LLC, an independent investment advisor firm. I started this business activity in 05/2018. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 6/8/2018 - Running Wealth Management Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/31/2018 - 160 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 1983-03-01 |
Reach out to this advisor