Best Investors
Account
Sign in
5187 Utica Ridge Rd, Davenport, IA 52807 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-03-11 |
| MN | RA | APPROVED | 2019-10-04 |
Branch Locations
4756 Banning Avenue, Suite 200-3, White Bear Lake, MN 55110 • United States
3250 Lacey Road Suite 130, Downers Grove, IL 60515 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ausdal Financial Partners, Inc | Davenport | IA | 06/2017 | Present |
| Ame Community Services | Maplewood | MN | 08/2016 | 06/2017 |
| Birkinbine Woodworks | Mahtomedi | MN | 03/2015 | 12/2016 |
| University Of Minnesota-Twin Cities | Minneapolis | MN | 06/2014 | 05/2017 |
MAX BIRKINBINE; INVESTMENT RELATED; WHITE BEAR LAKE, MN; INSURANCE; AGENT; ACTIVITY BEGAN 10/2018; I DEVOTE APPX 40 HOURS TO THIS ACTIVITY PER MONTH ALL DURING TRADING HOURS; ASSESS INSURANCE NEEDS OF CLIENTS AND MAKE RECOMMENDATIONS. DCI SOLUTIONS; NON-INVESTMENT RELATED; WOODBURY, MN; WORK WITH BUSINESS OWNERS TO EVALUATE COST SAVINGS IN TAXES, OVERHEAD, AND HEALTHCARE; INDEPENDENT CONTRACTOR; ACTIVITY BEGINS 11/2019; I DEVOTE APPX 10 HOURS PER MONTH ALL DURING TRADING HOURS TO THIS ACTIVITY; I CONNECT BUSINESS OWNERS WITH DCI SOLUTIONS TO EVALUATE COST SAVING MEASURES FOR THE BUSINESS. B & N FINANCIAL, LLC; INVESTMENT RELATED; WHITE BEAR LAKE, MN;INVESTMENT ADVICE AND FINANCIAL PLANNING SERVICES; PARTNER; ACTIVITY BEGAN IN APRIL 2020; I DEVOTE APPX 16O HOURS PER MONTH ALL DURING TRADING HOURS TO THIS ACTIVITY; ASSIST CLIENTS WITH THEIR FINANCIAL NEEDS. MBWEALTH, LLC; INVESTMENT RELATED; WHITE BEAR LAKE, MN; WEALTH MANAGEMENT DBA; SOLE MEMBER; ACTIVITY BEGAN JUNE 2022; I DEVOTE APPX 20 HOURS PER MONTH TO THIS ACTIVITY WITH 10 OF THOSE HOURS DURING TRADING HOURS; PROVIDE INVESTMENT AND WEALTH MANAGEMENT ADVICE TO CLIENTS AND PROVIDE CFO DUTIES TO CLIENTS ON A CONSULTIVE HOURLY BASIS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-06 |
Reach out to this advisor