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 | 1988-06-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird & Co. Incorporated | Milwaukee | WI | 05/1987 | Present |
NAME AND ADDRESS: LAKEVIEW FOUNDATION PO BOX 253 MEQUON, WI 53092 NATURE OF ENTITY: NON-PROFIT FOUNDATION RESPONSIBILITIES IN THIS ROLE: GENERAL BOARD MEMBER, INVESTMENT COMMITTEE MEMBER. HOURS DEVOTED: 2 HOUR QUARTERLY MEETINGS, PLUS ANNUAL MEETING. NONE DURING SECURITIES TRADING HOURS. Name/Address: Hjarta Care, LLC 1331 Continental Drive, Suite 305 Newark Delaware 19713 Start Date: 12/11/24 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Investor Non Investment Related Name/Address: Rental Property 6623 Cty Highway M Presque Islw WI 54557 Start Date: 8/1/25 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Owner/Landlord Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-17 |
Reach out to this advisor