Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-03-24 |
Branch Locations
500 Imperial Ave, Oakdale, MN 55128 • United States
5500 South Robert Trail, Inver Grove Heights, MN 55077 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Novation Credit Union Dba Novation Wealth Management | Oakdale | MN | 10/2025 | Present |
| Bethel Wellness Center/Bethel Gameday Operations | Arden Hills | MN | 08/2022 | 05/2025 |
| Stma High School | St. Michael | MN | 06/2021 | 08/2023 |
| Castle Exteriors | Forest Lake | MN | 05/2022 | 08/2022 |
| Big Al's Bowing Alley Bar And Grill | St. Michael | MN | 10/2019 | 12/2022 |
| St. Michael Cinema | St. Michael | MN | 02/2019 | 10/2019 |
| City Of Maple Grove | Maple Grove | MN | 06/2021 | 08/2021 |
| Bethel University | Arden Hills | MN | 08/2021 | 05/2025 |
| Stma High School | St. Michael | MN | 09/2017 | 06/2021 |
| Unemployed | St. Michael | MN | 11/2015 | 09/2017 |
| Wealth Management Novation | Oakdale | MN | 10/2025 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 11/2025 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 05/2025 | 11/2025 |
| Cetera Investment Advisers Llc | El Segundo | CA | 03/2026 | Present |
1. NAME OF OTHER BUSINESS: NOVATION CREDIT UNION DBA NOVATION WEALTH MANAGEMENT INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: CREDIT UNION START DATE: 10/2025 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK:40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: ASSIST REPS AT NWM; 2. NAME OF OTHER BUSINESS: WEALTH MANAGEMENT NOVATION INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: CREDIT UNION START DATE: 10/2025 POSITION/TITLE/RELATIONSHIP: CLIENT SERVICES ASSOCIATE APX NUMBER OF HOURS PER WEEK:40 APX NUMBER OF HOURS DURING TRADING HOURS: 35.5 BRIEF DESCRIPTION OF DUTIES: CLIENT SERVICES ASSOCIATE;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-21 |
Reach out to this advisor