Best Investors
Account
Sign in
720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2002-10-30 |
Branch Locations
1245 Jordan Creek Pkwy Suite 200, W Des Moines, IA 50266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life | Milwaukee | WI | 06/1985 | Present |
| Nml Equity Services | Milwaukee | WI | 04/1987 | Present |
| Northwestern Mutual Investment Services, Llc | Champaign | IL | 09/1989 | Present |
1. ERHARD BENEFITS GROUP LLC, 2300 128TH DES MOINES IA 50323, OWNER, EMPLOYEE BENEFIT BUSINESS, 15HRS/MO 2. OWNER, BENEFIT DESIGN, INC. START 10/96, EMPLOYEE BENEFITS, 10 HRS/MO, INVESTMENT RELATED 3. 100% OWNER, ERHARD FINANCIAL INC., 1245 JORDAN CREEK PKWY, W DES MOINES, IA 50266, STARTED 8/17/15, LEGAL ENTITY CONTRACTED AS GENERAL AGENT FOR MANAGEMENT OF NETWORK OFFICE, INVESTMENT RELATED, 0-5 HRS PER MONTH. 4. BUSINESS OWNERSHIP/SELF EMPLOYED OTHER NON-FINANCIAL SERVICES BUSINESS, 11673 N 136TH ST., SCOTTSDALE, , ARIZONA, 85259, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 6/28/2022, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, THIS IS INVESTMENT REAL ESTATE THAT IS OWNED BY AN LLC THAT I AM THE ONLY SHARE HOLDER. INVESTMENT RELATED. 5. 100% OWNER, KAE-WM, MP GENERAL AGENT LEGAL ENTITY, START DATE: 07/11/2023, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES, INVESTMENT RELATED. 6. SECURITY TREASURER, THE RESERVE SCOTTSDALE, HOA, 11673 N. 136TH ST, SCOTTSDALE, , ARIZONA, 85259, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 04/02/2024, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 6-20, SECRETARY TREASURER FOR THE RESERVE SCOTTSDALE, HOA. non investment related. 7. 100% OWNER, 14321 E TENNESSEE AVE #204, 14321 E TENNESSEE AVE #204, AURORA, , COLORADO, 80012, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 05/16/2024, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, LANDLORD. investment related. 8. 100% OWNER, KEITH ERHARD COACHING, BUSINESS RELATED SEMINARS, START DATE: 5/24/2024, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 6-20, COACHING, MENTORING AND TEACHING; NON INVESTMENT-RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-13 |
Reach out to this advisor