Best Investors
Account
Sign in
Best Investors
Account
Sign in
11 N Skokie Hwy Suite 306, Lake Bluff, IL 60044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-02 |
| FL | RA | APPROVED | 2026-01-02 |
| IL | RA | APPROVED | 2026-01-02 |
| WI | RA | APPROVED | 2026-01-02 |
| TX | RA | APPROVED_RES | 2011-09-26 |
| OH | RA | APPROVED | 2011-08-10 |
Branch Locations
11 N. Skokie Hwy Ste 306, Lake Bluff, IL 60044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Winslow Financial Llc | Lake Forest | IL | 04/2005 | Present |
Mr. Winslow is a CPA. Mr. Winslow does tax preparation for some clients. There is no affiliated CPA firm. Mr. Winslow is paid on a project basis for consulting. Mr. Winslow is licensed as an insurance agent with the States of Florida and Illinois. He may enter into agreements with various insurance companies to provide fee based variable annuities or variable life products for which he will not receive any commission compensation from the insurance companies. In addition, Mr. Winslow may provide fixed insurance products, such as whole life, term life, and health for which he may receive a commission from the insurance companies. Mr Winslow expects to devote 5% or less of his time to these activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-22 |
Reach out to this advisor