Best Investors
Account
Sign in
Best Investors
Account
Sign in
210 Jones St Ste. 104, Dubuque, IA 52001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2018-02-02 |
Branch Locations
2600 Eagan Woods Drive Ste 210, Eagan, MN 55121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mazanec Bauer & Associates | Eagan | MN | 01/2010 | Present |
| Avantax Planning Partners, Inc. | Dubuque | IA | 02/2018 | Present |
(1) I am a Partner of and an Accountant with Mazanec, Bauer & Associates, P.L.C., a regional CPA firm. I am located at 2600 Eagan Woods Drive, Ste 210, Eagan, MN 55121. I have been with the CPA firm since 01/2010. I work approximately 160 hours a month. I provide services that are typical of public accounting, including tax services, consulting, and account services to a variety of different clients and client types. Most of my work is during securities trading hours. My employment is not securities-related or investment-related. (2) I am a Treasurer for the Eagan Rotary Club, a not-for-profit organization located at Eagan, MN 55121. I have participated in this activity since 07/2018. I maintain the bookkeeping, write checks and deposit membership fees. I devote approximately 6-10 hours per month to this activity, mostly during non-securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-22 |
Reach out to this advisor