Best Investors
Account
Sign in
Best Investors
Account
Sign in
575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-01-07 |
Branch Locations
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 |
|---|---|---|---|---|
| B C Ziegler And Company | Middleton | WI | 06/2015 | 03/2018 |
| Stifel, Nicolaus & Company, Incorporated | Middleton | WI | 03/2018 | 01/2020 |
| Harbour Investments, Inc. | Madison | WI | 02/2020 | Present |
| Creative Financial Designs | Madison | WI | 02/2020 | 02/2020 |
| Cfd Investments | Madison | WI | 02/2020 | 02/2020 |
| Kim I. Marshall | Madison | WI | 02/2020 | 12/2021 |
| Kim I Marshall | Sarasota | FL | 01/2022 | Present |
1)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 2)KIM Investments, LLC - DBA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 1990-03-27 |
Reach out to this advisor