Best Investors
Account
Sign in
Best Investors
Account
Sign in
220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-08-19 |
| OR | RA | APPROVED | 2026-05-04 |
| FL | RA | APPROVED | 2025-02-13 |
| WI | RA | APPROVED | 2024-04-01 |
| TX | RA | APPROVED | 2023-01-27 |
| MN | RA | APPROVED | 2020-01-02 |
Branch Locations
220 S. Sixth Street Suite 300, Minneapolis, MN 55402-4505 • UNITED STATES
220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
220 S. Sixth Street Suite 300, Minneapolis, MN 55402-4505 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Johnson Bank | Phoenix | AZ | 10/2013 | 08/2017 |
| Cleary Gull Advisors Inc | Milwaukee | WI | 09/2016 | 08/2017 |
| Schenck Investment Solutions, Llc | Appleton | WI | 08/2017 | 03/2019 |
| Cliftonlarsonallen Wealth Advisors, Llc | Minneapolis | MN | 02/2019 | Present |
1. Principal of parent public accounting firm, CliftonLarsonAllen LLP. 2. Collidion, Inc., 1356 Gordon Lane, Santa Rosa, CA 95404, Director as of 9/2015, Non-paid position, Healthcare company that develops drugs and medical devices for the global healthcare market. I only give non-investment-related, management advice and review information at board meetings about 4 hours per quarter.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-04-04 |
| S65 | Uniform Investment Adviser Law Examination | 1995-11-29 |
Reach out to this advisor