Best Investors
Account
Sign in
1300 Godward Street Ne Suite 5500, Minneapolis, MN 55413 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2013-12-09 |
Branch Locations
1000 Shelard Parkway Suite 300, Minneapolis, MN 55426 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Minnetonka | MN | 09/1996 | Present |
| Focus Financial Network, Inc. | Minnetonka | MN | 09/1996 | Present |
1. FOCUS FINANCIAL POSITION: Advisor NATURE: Corporation - RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 90 START DATE: 09/30/1996 ADDRESS: 1300 Godward St NE, Suite 5500, Minneapolis MN 55413, United States DESCRIPTION: Find suitable investments for clients needs and review and maintain over time. 2. FOCUS FINANCIAL AGENCY POSITION: Insurance Agent NATURE: Corporation - Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 09/30/1996 ADDRESS: 1300 Godward St. NE, Suite 5500, Minneapolis MN 55413, United States DESCRIPTION: Find appropriate cost effective insurance coverage after evaluating a clients need. 3. FOCUS FINANCIAL POSITION: Board Member - NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 12 START DATE: 01/01/2007 ADDRESS: 1300 Godward St NE, Suite 5500, Minneapolis MN 55413, United States DESCRIPTION: Prepare and participate in Board Meetings and activities associated with running the company. Participate on committees that oversee certain areas of the company 4. POA - JOAN DRITZ (MOTHER) POSITION: POA NATURE: Other INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/29/2025 ADDRESS: 2493 Gunflint Court, Chanhassen MN 55317, United States DESCRIPTION: I have been assigned POA for my mother who has Alzheimer's. 5. CO TRUSTEE - MICHAEL DRITZ REV TRUST POSITION: Co Trustee NATURE: Other INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/29/2025 ADDRESS: 2493 Gunflint Court, Chanhassen MN 55317, United States DESCRIPTION: Act as co trustee as required for Michael Dritz.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-28 |
Reach out to this advisor