Best Investors
Account
Sign in
3300 Edinborough Way Suite 790, Edina, MN 55435 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-16 |
| MN | RA | APPROVED | 2017-11-16 |
Branch Locations
3300 Edinborough Way Suite 790, Edina, MN 55435 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Laurel Wealth Planning, Llc | Edina | MN | 06/2017 | 12/2020 |
| Augsburg College | Minneapolis | MN | 09/2013 | 05/2017 |
| Augsburg College | Minneapolis | MN | 09/2016 | 05/2017 |
| Laurel Wealth Planning, Llc | Edina | MN | 01/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-16 |
Reach out to this advisor