Best Investors
Account
Sign in
Best Investors
Account
Sign in
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2016-12-07 |
Branch Locations
3230 Central Park West Suite 202, Toledo, OH 43617 • United States
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2004-04-27 |
Branch Locations
3230 Central Park West Suite 202, Toledo, OH 43617 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel, Fisher & Company Financial Services, Inc. | Toledo | OH | 03/2003 | Present |
| Bdi Group Llc | Sylvania | OH | 04/2002 | Present |
| James Beakas | Toledo | OH | 04/1988 | Present |
| Strategic Wealth Management Group, Llc | Toledo | OH | 05/2009 | Present |
| Bfc Planning, Inc. | Toledo | OH | 12/2016 | Present |
1. STRATEGIC WEALTH MANAGEMENT GROUP LLC-Y-TOLEDO, OH-GENERAL SECURITIES SALES-4/2008-160-160-FINANCIAL, INVESTMENT, RETIREMENT PLANNING. 2. Strategic Wealth Management Group, LLC-N-TOLEDO, OH- INSURANCE-AGENT-4/1988-2-0-SALES OF LIFE INSURANCE. 3. STRATEGIC WEALTH MANAGEMENT GROUP LLC-N-TOLEDO, OH-SUB-LEASING OFFICE SPACE-PARTNER-11/2015-0-0-SUB-LEASING OFFICE SPACE TO UNAFFILIATED COMPANY AND COLLECTING RENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 1987-04-29 |
Reach out to this advisor