Best Investors
Account
Sign in
Best Investors
Account
Sign in
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-10-17 |
Branch Locations
816 N. High St., Chippewa Falls, WI 54729 • United States
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Benefit Resource Partners | Chippewa Falls | WI | 07/2016 | Present |
| Retirement Wealth Advisors | Wauwatosa | WI | 01/2018 | 10/2021 |
| Benefit Wealth Partners | Chippewa Falls | WI | 01/2018 | Present |
| Outseer Products, Llc | Wauwatosa | WI | 08/2021 | 12/2022 |
| Creativeone Wealth | Overland Park | KS | 10/2021 | Present |
1.) Benefit Resource Partners; Investment Related; 816 N. High St., Chippewa Falls, WI 54729; Insurance Sales; Insurance Agent; 07/2016; 80 hrs/mo; 60 hrs/mo; Life Insurance and Annuity Sales. 2.) Benefit Wealth Partners; Investment Related; 816 N. High St., Chippewa Falls, WI 54729; Investment Advisory; Investment Advisor; 01/2018; 60 hrs/mo; 40 hrs/mo; Investment Advisory.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-16 |
Reach out to this advisor