Best Investors
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Account
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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-06-05 |
Branch Locations
3960 Hillside Dr Ste 101, Delafield, WI 53018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adam Goetzka | Delafield | WI | 04/2026 | 05/2026 |
| Unemployed | Na | WI | 03/2026 | 04/2026 |
| Equitable Advisors | Milwaukee | WI | 05/2024 | 02/2026 |
| Student | Dubuque | IA | 08/2020 | 05/2024 |
| Student | Muskego | WI | 10/2015 | 08/2020 |
| Great River Learning | Dubuque | IA | 05/2023 | 11/2023 |
| Milwaukee Milkmen | Franklin | WI | 05/2022 | 08/2022 |
| Midwest One Bank | Dubuque | IA | 05/2023 | 08/2023 |
| Ozinga Ready Mix | Oak Creek | WI | 05/2022 | 08/2022 |
| Ozinga Ready Mix | Oak Creek | WI | 05/2021 | 08/2021 |
| Adam Goetzka | Delafield | WI | 05/2026 | Present |
| Northwestern Mutual Investment Services Llc | Delafield | WI | 05/2026 | Present |
| Milwaukee Juniors | New Berlin | WI | 07/2026 | Present |
1. Milwaukee Juniors Volleyball Club, Not Investment-related, 2900 S 163rd St, New Berlin, WI, USA, 53151, Assistant Coach, Start Date: 12/01/2025, 4 hrs per week, 0 trading hrs per week, Volleyball Club, Duties: Helping with practices and tournaments. 2. ASSISTANT COACH, MILWAUKEE JUNIORS, 5330 S RACINE AVE, NEW BERLIN, , WISCONSIN, 53146, UNITED STATES OF AMERICA, GENERAL EMPLOYMENT, START DATE: 12/1/2025, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, ASSISTANT COACH. NON-INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-25 |
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