Best Investors
Account
Sign in
Best Investors
Account
Sign in
6709 Raymond Road Suite 124, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-05-04 |
Branch Locations
6709 Raymond Road Suite 124, Madison, WI 53719 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thun Financial | Madison | WI | 12/2013 | 10/2025 |
| Creative Planning | Madison | WI | 09/2020 | 10/2025 |
| Mapt Capital Llc | Madison | WI | 02/2026 | Present |
| N/A | Madison | WI | 10/2025 | 02/2026 |
| Northwestern University | Chicago | IL | 06/2026 | Present |
1.) Northwestern University School of Professional Studies; Not Investment Related; Chicago, IL; University; Program Faculty Member teaching investments and investment planning; Start Date 06/2026; Approximately 3 evening hours per week during the business week all outside of trading activity hours in the select weeks of the year when the courses are offered.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-28 |
Reach out to this advisor