Best Investors
Account
Sign in
Best Investors
Account
Sign in
13911 Ridgedale Drive Suite 200, Minnetonka, MN 55305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-03 |
| MN | RA | APPROVED | 2018-02-09 |
| NJ | RA | APPROVED | 2006-04-27 |
| OH | RA | APPROVED | 2003-06-23 |
Branch Locations
13911 Ridgedale Drive Suite 200, Minnetonka, MN 55305 • 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 |
|---|---|---|---|---|
| Tamar-Fink, Inc. | Minneapolis | MN | 12/1997 | Present |
| Family Wealth Counselors, Llc | Minneapolis | MN | 06/1998 | Present |
| Lion Street Financial | Minneapolis | MN | 07/2016 | 11/2025 |
| Integrity Alliance, Llc. | Minnetonka | MN | 11/2025 | 02/2026 |
| Simplicity Investments | Summit | NJ | 03/2026 | Present |
1.) TAMAR FINK INC - 13911 Ridgedale Drive, Suite 200, Minnetonka, MN 55305 - Owner, President/CEO/Agent, Invt Rel, Insurance business, 180 hrs/mo; 180 hrs/mo (during trading hours). 2.) FAMILY WEALTH COUNSELORS LLC - 12/31/99 - 3033 Excelsior Blvd, Suite 575, Minneapolis, MN 55416 - President/CEO/Financial Planner, IA-Financial Planning, Not Invt Rel, Independent RIA, 16 hrs/mo; 16 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1990-05-04 |
Reach out to this advisor