Best Investors
Account
Sign in
Best Investors
Account
Sign in
432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| WI | RA | APPROVED | 2025-01-01 |
| AZ | RA | APPROVED | 2020-06-09 |
| GA | RA | APPROVED | 2020-03-26 |
Branch Locations
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 |
|---|---|---|---|---|
| Sii Investments, Inc. | Wausau | WI | 01/1999 | 02/2018 |
| Lpl Financial Llc | Wausau | WI | 02/2018 | 03/2020 |
| Packerland Brokerage Services | Green Bay | WI | 03/2020 | Present |
1. 02/14/2018 - ESTERILOS ESTA - Not Investment Related - Costa Rica - Real Estate Rental - Co-Owner. 2. 02/14/2018 - J BROS LLC - Not Investment Related - Other - Partner - Property in Wisconsin. 3. 02/14/2018 - Duck Egg - Not Investment Related - Other - Owner Start Date 2009. 4. 02/14/2018 -packerland brokerage- Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent, Sales of fixed and fixed indexed annuities. 5. 02/14/2018 - No Business Name - Not Investment Related - Real Estate Rental - Owner and Co-Owner of Various Rental Properties. 6. 02/14/2018 - VERDE II COMDOMINIUM UNIT- Not Investment Related - Other - Sole Owner. 7. 5/15/2018 - Advisor's Capital - Investment Related - At Reported Business Location(s) - DBA for packerland Brokerage Business (entity for Packerland business) - Started 03/24/2020 - 160 Hours Per Month/8 Hours During Securities Trading. 8. 08/14/2019 - Lugar Bonita - Not investment related - Costa Rica - Real Estate Rental - start date:10/01/2011 - 10 hrs/mo - 0 hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 1985-04-22 |
Reach out to this advisor