Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-09-02 |
| KS | RA | APPROVED | 2025-07-15 |
| CO | RA | APPROVED | 2023-11-03 |
| FL | RA | APPROVED | 2023-11-03 |
| MN | RA | APPROVED | 2023-11-03 |
| TX | RA | APPROVED | 2023-11-03 |
| VA | RA | APPROVED | 2023-11-03 |
Branch Locations
17595 Kenwood Tr Suite 170, Lakeville, MN 55044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | Lakeville | MN | 12/1997 | 11/2023 |
| Osaic Wealth, Inc. | Lakeville | MN | 11/2023 | Present |
1. JIM CHRISTIAN INC. POSITION: Owner - NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2006 ADDRESS: 17595 Kenwood Trail Suite 170 Lakeville, MN 55044, Lakeville MN 55044, United States DESCRIPTION: Assess fixed insurance needs (life, DI, LTC), take applications, UW, deliver and maintain policies. 2. LAKEVILLE ROTARY POSITION: Board Member - 2011-2015 NATURE: Rotary International is an international service organization whose stated purpose is to bring together business and professional leaders in order to provide humanitarian service and to advance goodwill and peace around the world. It is a non-political and non-religious organization open to all people regardless of race, color, creed, religion, gender, or political preference. There are 35,000+ member clubs worldwide, and 1.2 million individuals, known as Rotarians, have joined. All Rotary clubs in the U.S.are exempt from federal income tax under 501 (c) (4) of the I.R.S. code. Rotary International's group exemption number is 0573. The Rotary Foundation is a 501 (c) (3) organization. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2011 ADDRESS: 17976 Judicial Road Lakeville, MN 55044, Lakeville MN 55044, United States DESCRIPTION: Vocational Service involves club members serving others through their professions and aspiring to high ethical standards. Rotarians, as business leaders, share skills and expertise through their vocations, and they inspire others in the process. Just as a Rotarians represent their vocation in Rotary, so too do they represent Rotary in their vocations. Vocational Service Job Description 1. Arrange classification talks 2. Coordinate MBEA Ethics Award (coordinated with Jim Christian) 3. Assist High School Ethics Workshop program (Gary Turpening and Jim Christian) 4. "Walk the talk" by ensuring that your actions in the workplace, community, and family demonstrate a personal commitment to high ethical standards. 5. Investigate possible activities under Presidential Citation Award a.) October is Vocational Service Month: special club program b.) developed and initiated a new vocational service project c.) sponsor an effective Four-Way Test essay or speech competition for young people d.) provide career information for local schools e.) promote a high ethical standards award within the community for an individual and a business As a result of being the Vocational Service Chair I serve on the Board. I do not have any checkwriting authority or access. I served as President Elect-Elect (2013-2014) and Club President 2014-2015). No longer serving on the Board
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 1987-11-19 |
Reach out to this advisor