Best Investors
Account
Sign in
3050 Metro Drive Suite 200, Bloomington, MN 55425 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-10-29 |
| WI | RA | APPROVED | 2025-10-29 |
Branch Locations
3050 Metro Drive Suite 200, Bloomington, MN 55425 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2017 | 07/2019 |
| Wells Fargo | Winona | MN | 12/2015 | 04/2017 |
| U.S. Bancorp Investments, Inc. | St. Paul | MN | 08/2019 | 05/2020 |
| Fidelity Investments | Oakdale | MN | 06/2020 | 01/2022 |
| Lpl Financial | San Diego | CA | 01/2022 | 04/2025 |
| Great Valley Advisor Group, Inc | Altoona | WI | 01/2022 | 04/2025 |
| Private Client Services | Woodbury | MN | 04/2025 | 10/2025 |
| Bernicke Wealth Management | Altoona | WI | 04/2025 | 10/2025 |
| Boyum Wealth Architects | Bloomington, | MN | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-14 |
Reach out to this advisor