Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-20 |
| MN | RA | APPROVED | 2025-10-17 |
Branch Locations
2586 7Th Ave E #304, North St Paul, MN 55109 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 06/1995 | 10/2025 |
| Gallagher Financial Services | North St. Paul | MN | 11/1984 | Present |
| Osaic Wealth Inc | North St Paul | MN | 10/2025 | Present |
1. INCOME TAX PREPARATION POSITION: Owner NATURE: S-Corp INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 10 START DATE: 01/01/1990 ADDRESS: 2586 7th ave E, Suite 304, North St Paul MN 55109, United States DESCRIPTION: We offer Tax prep for our Investment Clients. We spend alot of time from Feb 1 through April 15th on this activity. I have 4 preparers 2. HEALTH INSURANCE SALES POSITION: Owner NATURE: Mostly Medicare supplement and Medicare Advantage plans. Some individual. Also some Fixed annuities. MY FMO is IFC National Marketing INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 01/01/1990 ADDRESS: 2586 7th ave E, Suite 304, North St Paul MN 55109, United States DESCRIPTION: we sell Medicare Advantage , Medicare supplements, Individual Health Ins and some fixed annuities. 3. GALLAGHER SAND LAKE POSITION: Property and Insurance point of contact NATURE: This is Family Cabin coop between my 6 brothers and 4 sisters. I am business matters address. once per year I pay $100 to an attorney to register our LLC with the sate of Wisconsin. my address is mailing address for property taxes. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2014 ADDRESS: 926 PALM CIRCLE, SAINT PAUL MN 55109, United States DESCRIPTION: I am business matters address. once per year I pay $100 to an attorney to register our LLC with the sate of Wisconsin. my address is mailing address for property taxes. 4.GALLAGHER FINANCIAL SERVICES INC - FIXED INSURANCE POSITION: Owner NATURE: S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 01/01/1990 ADDRESS: 2586 7th ave E, Suite 304, North St Paul MN 55109, United States DESCRIPTION: we sell Medicare Advantage , Medicare supplements, Individual Health Ins and some fixed annuities. 5. POLAR TAX SOLUTIONS. INC POSITION: Owner NATURE: S-Corp INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 10/21/2022 ADDRESS: 2586 7th ave E, North St Paul MN 55109, United States DESCRIPTION: Income Tax Preparation 6. GALLAGHER FINANCIAL SERVICES INC - DBA POSITION: The purpose of this OBA is to disclose the DBA - Gallagher Financial Services Inc NATURE: S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2001 ADDRESS: 2586 7th ave E, North St Paul MN 55109, United States DESCRIPTION: The purpose of this OBA is to disclose the DBA - Gallagher Financial Services Inc 7. GALLAGHER FINANCIAL SERVICES INC. - LEGAL ENTITY POSITION: Owner NATURE: S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2001 ADDRESS: 2586 7th ave E, North St Paul MN 55109, United States DESCRIPTION: To Disclose my legal entity for accounting purposes. 8. 4College planning services, Gallagher Financial Services; located at North Minneapolis, MN; as of 04/28/2011; conducted at branch; not investment related. 9. GALLAGHER FINANCIAL SERVICES POSITION: Notary NATURE: I am a Notary. I do not charge for this service INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2005 ADDRESS: 2586 7th Ave E, Suite 304, North St Paul MN 55109, United States DESCRIPTION: I notarize documents as needed
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-08-29 |
Reach out to this advisor