Best Investors
Account
Sign in
Best Investors
Account
Sign in
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-22 |
| WI | RA | APPROVED | 2021-01-02 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
401 E Jackson St Suite 3300, Office 58, Tampa, FL 33602 • United States
1241 John Q Hammons Dr Suite 100, Madison, WI 53717 • United States
200 Central Ave 4Th Floor, Office 303, St. Petersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wisconsin Capital Management, Llc | Madison | WI | 01/2005 | Present |
| Sva Plumb Wealth Management, Llc | Madison | WI | 02/2011 | 12/2020 |
| Wealth Enhancement Advisory Services | Madison | WI | 01/2021 | Present |
| Wealth Enhancement Group | Madison | WI | 01/2021 | Present |
Wealth Enhancement Group DBA. ELECTED TRUSTEE, VILLAGE OF MAPLE BLUFF (MUNICIPAL DISTRICT), NON-INVESTMENT RELATED, OUTSIDE OF SECURITIES TRADING HOURS, NO CONFLICT; ELECTED TO SERVE ON THE SVA CERTIFIED PUBLIC ACCOUNTANTS AND DIVERSIFIED SERVICES OF WISCONSIN BOARD OF DIRECTORS, NON-INVESTMENT RELATED, 1221 JOHN Q. HAMMONS DRIVE, MADISON WI 53717, PUBLIC ACCOUNTING FIRM AND DIVERSIFIED SERVICES, DIRECTOR, 10 HOURS PER MONTH, BOARD MEETINGS AND RELATED DUTIES. EDGEWOOD HIGH SCHOOL ENDOWMENT COMMITTEE - INVESTMENT RELATED - 2219 MONROE STREET, MADISON, WI 53711 - COMMITTEE MEMBER - STARTED 05/2012 - 1 HOUR/MONTH, 0 HOURS SPENT DURING TRADING HOURS - HELP OVERSEE THE EDGEWOOD HIGH SCHOOL ENDOWMENT FUND. MADISON COLLEGE FOUNDATION - NOT INVESTMENT RELATED - 3591 ANDERSON STREET, #203 A, MADISON, WI 53704, BOARD MEMBER - STARTED 05/2019 - 5 HOURS/MONTH, 1.5 HOURS SPENT DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-23 |
Reach out to this advisor