Best Investors
Account
Sign in
One Carlson Parkway North Suite 225, Plymouth, MN 55447 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2019-03-25 |
| WI | RA | APPROVED | 2019-03-25 |
Branch Locations
One Carlson Parkway North Suite 225, Plymouth, MN 55447 • United States
West St. Paul, MN • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Circle Pines | MN | 08/2012 | 04/2018 |
| The Oak Ridge Financial Services Group, Inc. | Golden Valley | MN | 04/2018 | 03/2019 |
| Feltl And Company | Minnetonka | MN | 03/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-28 |
Reach out to this advisor