Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-01-12 |
Branch Locations
525 Center St, New Ulm, MN 56073 • United States
220 E Main St #210 , Mankato, MN 56001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Midwest Wealth Management | New Ulm | MN | 06/2017 | 06/2020 |
| Lpl Financial, Llc | New Ulm | MN | 02/2018 | 01/2026 |
| Bank Midwest | New Ulm | MN | 03/2016 | 06/2017 |
| Sii Investments Inc (Mass Transfer) | New Ulm | MN | 06/2017 | 02/2018 |
| Bank Midwest | New Ulm | MN | 01/2026 | Present |
| Raymond James Financial Services, Inc. | New Ulm | MN | 01/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | New Ulm | MN | 01/2026 | Present |
(1)Name of Business: Address: 17th Street N, New Ulm, MN, 56073, United States Activity Type: Part-Time Activity/Employment Position/Title: Other Investment Related: No Start Date: 04/01/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I umpire youth baseball games. (2)Name of Business: Bank Midwest Insurance Address: 525 Center St, New Ulm, MN, 56073-3101, United States Activity Type: Non-variable Insurance Position/Title: Associate/Employee Investment Related: Yes Start Date: 08/20/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I am a Financial Advisor (3)Name of Business: Midwest Wealth Group Address: 525 Center St, New Ulm, MN, 56073-3101, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/12/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am a client facing Financial Advisor who provides financial advice and financial planning services to my clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-29 |
Reach out to this advisor