Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
3601 Minnesota Dr, Ste 550, Bloomington, MN 55435 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Bloomington | MN | 08/2006 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Coon Rapids | MN | 12/2006 | 07/2021 |
| Jason Ledermann | Bloomington | MN | 01/2011 | 07/2021 |
| The Lakeshore Group, Llc | Bloomington | MN | 01/2018 | 07/2021 |
| Matthew Anderson | Bloomington | MN | 10/2019 | 07/2021 |
| Steph & Jacquie Llc | Coon Rapids | MN | 01/2017 | 09/2019 |
| Lpl Financial Llc | Bloomington | MN | 07/2021 | Present |
1-1/1/2018-The Lakeshore Group/DBA for LPL Business (entity for LPL business)/Investment Related/0/3601 Minnesota Drive Suite 550, Bloomington , MN, , 55435 2-7/21/2021-STEPHANIE SHAFFER/Non-Variable Insurance/Investment Related/0/3601 Minnesota Drive Suite 550, Bloomington , MN, , 55435 3-1/1/2020-Lakeshore Group Wealth Management/DBA for LPL Business (entity for LPL business)/Investment Related/0/3601 Minnesota Drive Suite 550, Bloomington , MN, , 55435
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-04 |
Reach out to this advisor