Best Investors
Account
Sign in
Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-10-05 |
| WI | RA | APPROVED | 2023-10-03 |
Branch Locations
2331 Enterprise Dr, Oshkosh, WI 54904 • United States
Phoenix, AZ • 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 |
|---|---|---|---|---|
| Denk Strategic Wealth Partners | Phoenix | AZ | 09/2004 | 09/2023 |
| Lincoln Financial Securities Corporation | Phoenix | AZ | 07/2008 | 09/2023 |
| Ameriprise Financial Services, Llc | Oshkosh | WI | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-26 |
Reach out to this advisor