Best Investors
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Account
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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-29 |
Branch Locations
2800 National Drive Suite 103, Onalaska, WI 54650 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Onalaska High School | Onalaska | WI | 09/2015 | 11/2017 |
| Best Buy | Onalaska | WI | 11/2017 | 01/2021 |
| Schafer's River Rentals | Onalaska | WI | 11/2018 | 10/2023 |
| Olive Garden | Onalaska | WI | 11/2023 | 02/2024 |
| Schmocker Financial Services | Onalaska | WI | 03/2024 | 11/2024 |
| Commonwealth Financial Network | Waltham | MA | 03/2024 | 11/2024 |
| Commonwealth Financial Network | Waltham | MA | 11/2024 | 09/2025 |
| Schmocker Financial Services | Onalaska | WI | 11/2024 | 09/2025 |
| Commonwealth Financial Network | Waltham | MA | 09/2025 | Present |
| Schmocker Financial Services | Onalaska | WI | 09/2025 | Present |
1. Fixed insurance sales; as of 9/02/2025; 5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-25 |
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