Best Investors
Account
Sign in
777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-11 |
| MN | RA | APPROVED | 2014-01-31 |
Branch Locations
601 Carlson Parkway Suite 950, Minnetonka, MN 55305 • United States
7650 Edinborough Way Suite 300, Edina, MN 55435 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird & Co. | Minnetonka | MN | 12/2008 | Present |
Name/Address: DreamCatcher Retirement, LLC, 6958 Kenmare Dr., Bloomington, MN 55438 Start Date: Aug 20, 2024 Hours Spent: 6-10 per month; During Trading Hours: 0 Role/Responsibility: Owner Not Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 1990-04-19 |
Reach out to this advisor