Best Investors
Account
Sign in
190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-12-23 |
Branch Locations
8401 Greenway Boulevard Suite 212, Middleton, WI 53562 • United States
190 Buckley Drive, Rockford, IL 61107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Savant Wealth Management | Rockford | IL | 06/2025 | Present |
| Compelling Wealth Advisors | Madison | WI | 07/2024 | 03/2025 |
| Uw Recreation And Wellbeing | Madison | WI | 05/2023 | 05/2025 |
| Uw Madison | Madison | WI | 09/2021 | 05/2025 |
| North Shore Country Club | Mequon | WI | 05/2019 | 08/2021 |
| Cedarburg High School | Cedarburg | WI | 09/2017 | 06/2021 |
| St. Francis Borgia Catholic Grade School | Cedarburg | WI | 09/2014 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-23 |
Reach out to this advisor