Best Investors
Account
Sign in
220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-03-13 |
Branch Locations
220 S. Sixth Street Suite 300, Minneapolis, MN 55402-4505 • UNITED STATES
2689 Commerce Drive Nw, Suite 201, Rochester, MN 55901 • United States
220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Income Life | La Crosse | WI | 11/2016 | 02/2017 |
| Charterpoint Wealth Strategies | La Crosse | WI | 02/2017 | 12/2017 |
| Massachusetts Mutual Life Insurance Company | Lacrosse | WI | 04/2017 | 12/2017 |
| Two Men And A Truck | Rochester | MN | 06/2016 | 09/2016 |
| University Of Wisconsin-Lacrosse | Lacrosse | WI | 08/2011 | 12/2016 |
| Mml Investors Services | Lacrosse | WI | 04/2017 | 12/2017 |
| Unemployed | Byron | MN | 12/2017 | 01/2018 |
| Waddell & Reed | Rochester | MN | 01/2018 | 05/2018 |
| Waddell & Reed, Inc | Byron | MN | 05/2018 | 08/2018 |
| Various Insurance Carriers For W&R Insurance Agencies | Byron | MN | 05/2018 | 08/2018 |
| Jill Minette | Rochester | MN | 07/2018 | 08/2018 |
| Charterpoint Wealth Strategies | La Crosse | WI | 03/2017 | 01/2018 |
| Charterpoint Wealth Strategies | La Crosse | WI | 03/2017 | 12/2017 |
| American Income Life | La Crosse | WI | 01/2017 | 02/2017 |
| University Of Wi - La Crosse | La Crosse | WI | 09/2012 | 12/2016 |
| University Of Wisconsin La Crosse | La Crosse | WI | 09/2011 | 10/2016 |
| Ameriprise Financial Services, Llc | Rochester | MN | 06/2021 | 04/2023 |
| Commonwealth | Rochester | MN | 10/2019 | 02/2021 |
| Think Mutual Bank | Rochester | MN | 08/2018 | 10/2019 |
| Unemployed | Rochester | MN | 02/2021 | 06/2021 |
| Cliftonlarsonallen Wealth Advisors, Llc | Rochester | MN | 03/2024 | Present |
| Rochester Motor Cars | Rochester | MN | 10/2023 | 03/2024 |
| Unemployed | Rochester | MN | 04/2023 | 10/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-08 |
Reach out to this advisor