Best Investors
Account
Sign in
Best Investors
Account
Sign in
777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2004-04-27 |
Branch Locations
777 East Wisconsin Ave, Milwaukee, WI 53202 • United States
Oak Creek, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird & Co. Incorporated | Milwaukee | WI | 04/2004 | Present |
NAME: City of Oak Creek ; INVESTMENT-RELATED: Yes; ADDRESS: 8040 S 6th St, Oak Creek, WI 53154; NATURE OF BUSINESS: Municipal/Government Entity or Agency ROLE: 5th District Alderman/Common Council President; Commissioner Board of Public Works START DATE:4/4/2017 APPX HRS/MONTH:10 Name: Pickeral Landing LLC,322 Summerhill PI Oak Creek WI 53154 Start Date:1/1/19 Not Investment Related Position, Title, Role/Duties: Vacation rental, property will be professionally managed for the rental Hours devoted: 3-5 hours Hours During Trading Hours: Zero Name: Power of Attorney/Personal Representative for family friend Start Date:5/14/21 Investment Related Position, Title, Role/Duties: Settling of estate Hours devoted: 0-2 hours Hours During Trading Hours: Zero
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-02 |
Reach out to this advisor