Best Investors
Account
Sign in
105 Arch St, Cloquet, MN 55720 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2020-05-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Compass Financial Advisors, Llc | Grand Rapids | MN | 05/2008 | 09/2020 |
| North Compass Financial Advisors, Llc | Grand Rapids, Mn | MN | 06/2008 | 09/2020 |
| Split Rock Private Trading And Wealth Management L | Cloquet | MN | 05/2020 | Present |
| Bear Valley Financial, Llc | Carlton | MN | 10/2022 | Present |
Licensed Insurance agent in MN and WI for Life, Health and Variable Annuity. Name of outside business: Bear Valley Financial, ,LLC; ADV Category: insurance company or agency; Is the business investment related: Yes; Location of the business: 2575 Bear Valley Drive Carlton Minnesota... 55718 United States; Description of the business: Insurance Agency; Position Title: owner/agent; Responsibilities Duties: sales/mgmt.; Start date with business: 2022-10-01; Hours per month devoted to business during trading hours: 15; Hours per month devoted to business outside trading hours: 15; Percentage of total yearly compensation expected to be derived from the business: 5; Will an IRS form for income earned be received: Yes; Contact person at the organization: Dale Anich; Owner; Buck and Bull; investment related: No; Location: 105 Arch Street Cloquet MN 55720 United States; Description of the business: A passive rental property used for cattle grazing.; Responsibilities Duties: Management of the property.; Start date with business: 2023-01-25; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 1;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1984-07-16 |
Reach out to this advisor