Best Investors
Account
Sign in
Best Investors
Account
Sign in
17950 W. Corporate Drive Suite 300, Brookfield, WI 53045 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2018-01-29 |
Branch Locations
17950 W. Corporate Drive Suite 300, Brookfield, WI 53045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lands End | Brooklyn | NY | 12/2014 | 01/2017 |
| Focused Tax Solutions | Brookfield | WI | 01/2017 | 12/2017 |
| Choice Advisor | Brookfield | WI | 04/2017 | 12/2017 |
| Securities Service Network | Brookfield | WI | 04/2017 | 12/2017 |
| Annex Wealth Management | Elm Grove | WI | 01/2018 | Present |
| H. Beck, Inc. | Bethesda | MD | 01/2018 | 12/2018 |
ERIC STROM-Annex Insurance Services, LLC POSITION: Financial Planning Specialist NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/02/2018 ADDRESS: 12700 W Bluemound Rd, Suite 200, Elm Grove WI 53122, United States DESCRIPTION: Fixed Insurance - I am licensed in the state of Wisconsin for Life, Accident and Health Music Royalties - Estimated Annual Compensation $10. Estimated Capital Investment $0. Hours per Month: 1 Trading Hours: 0 No connection to securities/advisory activities Maryland Avenue Montessori Fund - Board Member. Annual Comp: $0. Capital Investment: 0 Hours Per Month:4 Trading Hours: 0 No connection to securities/advisory activities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-23 |
Reach out to this advisor