Best Investors
Account
Sign in
600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2003-02-10 |
Branch Locations
1421 Racine St, Delavan, WI 53115 • United States
6121 Green Bay Rd, Kenosha, WI 53142 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Financial For Lutherans | Appleton | WI | 07/2002 | Present |
| Thrivent Investment Management Inc | Green Bay | WI | 07/2002 | Present |
ST MARK LUTHERAN SCHOOL POSITION: Board member - President NATURE: Lutheran grade school. K-8 INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2025 ADDRESS: 1167 Kenwood Street, Green Bay WI 54304, United States DESCRIPTION: Going to monthly meetings. Giving guidance and direction as it relates to the school.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-20 |
Reach out to this advisor