Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-05-14 |
| TX | RA | APPROVED_RES | 2026-05-08 |
Branch Locations
1200 John Q Hammons Dr; Suite 501, Madison, WI 53717 • United States
Madison , WI • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Madison | WI | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Madison | WI | 11/2016 | 05/2026 |
| Wells Fargo Advisors Financial Network, Llc | Madison | WI | 05/2026 | Present |
CO-TRUSTEE FOR MOTHER'S TRUST; INV. RELATED; MADISON, WI; START DATE 10/2020; 1 HR PER MONTH; 0 HRS DURING TRADING.| 3206 LAKE MENDOTA DRIVE, LLC, INVT RELATED, MADISON, WI, 100% OWNERSHIP, START DATE 6/22/2022, 1 HR PER MONTH, 0 HRS DURING TRADING, MANAGEMENT MEMBER OF LLC.| BIKE PARKS FOR KIDS FOUNDATION; NOT INV. RELATED; MADISON, WI; TREASURER; START DATE 8/1/2023; 3 HRS PER MONTH; 1 HR DURING TRADING; DUTIES: ATTEND MEETINGS AND OVERSEE FINANCES.| MADISON WEALTH MANAGEMENT LLC; INV. RELATED; MADISON, WI; 35% OWNERSHIP; FINET HOLDING CO; START DATE: 11/1/2024; 40 HOURS PER MONTH; 40 HOURS DURING TRADING. | MEANWELL GROUP LLC; INV. RELATED; MADISON, WI; 100% OWNERSHIP; LLC FOR FINET; START DATE: 11/1/2024; 40 HOURS PER MONTH; 40 HOURS DURING TRADING.| MEANWELL FAMILY LLC; INV RELATED; MADISON, WI; INVESTMENT; 100% OWNERSHIP; START DATE 09/08/2020; 1 HOUR PER MONTH; 0 HOURS DURING TRADING BLACKHAWK CAVE, LLC; INV RELATED; SARASOTA, FL; 1% OWNERSHIP; 10/2020; 1 HOUR PER MONTH; 0 HOURS DURING TRADING; INVESTMENTS | W&J MEANWELL, LLC; INV RELATED; SARASOTA, FL; 2% OWNERSHIP; 10/2024; 1 HOUR PER MONTH; 0 HOURS DURING TRADING; INVESTMENTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-07 |
Reach out to this advisor