Best Investors
Account
Sign in
Best Investors
Account
Sign in
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-12-15 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
131 N. Rolling Meadows Drive Suite A, Fond Du Lac, WI 54937 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goebel Insurance & Financial Inc | Fond Du Lac | WI | 12/2013 | Present |
| Voya Financial Advisors, Inc. | Fond Du Lac | WI | 03/2016 | 12/2017 |
| Cambridge Investment Research Inc. | Fairfield | IA | 04/2018 | 10/2022 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2018 | 10/2022 |
| Lpl Financial Llc | Fond Du Lac | WI | 11/2022 | 08/2024 |
| Merit Financial Group Dba Merit Financial Advisors | Fond Du Lac | WI | 12/2023 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2024 | Present |
1. Merit Financial Group d/b/a Merit Financial Advisors. Investment Related. At Registered Location. RIA. IAR. 04/04/2024.160. 8. IAR - advise clients on investments 2. Goebel Insurance & Financial Inc. / No / Insurance Agency/ President/owner / selling Life, Health, Disability, Long Term Care, Fixed Annuities/ Fond Du Lac, WI / start date 6/1/215 / 80hrs/mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 1983-09-22 |
Reach out to this advisor