Best Investors
Account
Sign in
Best Investors
Account
Sign in
One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-03-17 |
| MN | RA | APPROVED | 2026-02-19 |
Branch Locations
8100 Penn Ave S Ste 101, Bloomington, MN 55431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Buck Hill | Burnsville | MN | 11/2013 | 03/2017 |
| Charmant Hotel | La Crosse | WI | 05/2017 | 05/2020 |
| Casey Charlson Insurance Agency | Bloomington | MN | 06/2021 | 01/2026 |
| State Farm Vp Management Corp. | Bloomington | MN | 11/2023 | 12/2024 |
| Optum Heath Inc | La Crosse | WI | 05/2020 | 05/2021 |
| State Farm Vp Management Corp. | Bloomington | MN | 02/2025 | Present |
| State Farm Investment Management Corp | Bloomington | MN | 01/2026 | Present |
| State Farm Insurance | Bloomington | MN | 01/2026 | 07/2026 |
| Adam Vote Insurance Agency | Bloomington | MN | 07/2026 | Present |
1) Adam Vote Insurance Agency; Investment-related; 8100 Penn Ave S Ste 101 Bloomington, MN 55431-1325; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 07/01/2026; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-07 |
Reach out to this advisor