Best Investors
Account
Sign in
Best Investors
Account
Sign in
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2019-03-18 |
Branch Locations
118 W. Collins St, Portage, WI 53901 • United States
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • 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 |
|---|---|---|---|---|
| Questar Asset Management | Minneapolis | MN | 11/2016 | 02/2019 |
| Miller Simonson Insurance | Portage | WI | 01/1997 | Present |
| Gradient Advisors Llc | Arden Hills | MN | 03/2019 | Present |
dba Simonson Financial Group; Investment Related; 118 W. Collins St, Portage, WI 53901; Investment and Retirement Planning; Owner; Start date 03/2019 MILLER SIMONSON INSURANCE POSITION: Insurance Agent/Owner NATURE: Fixed insurance products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 11/16/2016 ADDRESS: 118 W Collins St, Portage WI 53901, United States DESCRIPTION: Sales and service. Portage Youth Softball; Not Investment Related; Youth Softball-Fastpitch; Volunteer; Start date 2007; 10-15 hrs/mo; no compensation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-10 |
Reach out to this advisor