Brad E. Tinnon

B.E.S.T. WEALTH MANAGEMENT LLC

St. Louis, MO 63132

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CRD#: 5050450

Professional summary

Brad Earl Scott Tinnon, CFP® is a registered financial advisor currently at B.E.S.T. WEALTH MANAGEMENT LLC located in St. Louis, Missouri.

Brad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Brad has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

B.E.S.T. BUDGET APP, LLC; NON-INVESTMENT RELATED; SAME OFFICE ADDRESS; SPENDS APPROXIMATELY 4 HOURS PER MONTH; BUDGETING APP WHICH HE CURRENT WORKS WITH MARKETING AND DEVELOPMENT PROFESSIONALS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brad Earl Scott Tinnon's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

March 12, 2012 - Present

B.E.S.T. WEALTH MANAGEMENT LLC

Office #1: 10880 Baur Blvd Suite 104, St. Louis, MO 63132

RIA

CRD#: 160920

St. Louis, MO

Past

January 23, 2007 - March 26, 2012

LPL FINANCIAL LLC

RIA

CRD#: 6413

SAINT LOUIS, MO

Past

January 23, 2007 - March 26, 2012

LPL FINANCIAL LLC

CRD#: 6413

SAINT LOUIS, MO

Past

March 15, 2006 - January 24, 2007

WADDELL & REED

RIA

CRD#: 866

CREVE COEUR, MO

Past

February 16, 2006 - January 24, 2007

WADDELL & REED

CRD#: 866

CREVE COEUR, MO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Missouri
(3/12/2012)

IAR

Texas
(5/20/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/14/2006

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 2/15/2006

General Securities Representative Examination

Current Firm

B.E.S.T. WEALTH MANAGEMENT LLC

B.E.S.T. WEALTH MANAGEMENT LLC | BEST WEALTH MANAGEMENT LLC

CRD#: 160920 / SEC#:

Missouri

Registered Investment Advisory firm - (2/27/2012 Approved)

Texas

Registered Investment Advisory firm - (5/20/2019 Conditional Restricted)

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Contact information

Main Address

10880 Baur Blvd Suite 104, St. Louis, MO 63132

Mailing Address

Phone number

(314) 801-1324

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	330
AUM (Assets Under Management)	$ 49,453,813

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Brad E. Tinnon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brad Earl Scott Tinnon's CRS (Customer Relationship Summary).

Certified licenses

Experience

B.E.S.T. WEALTH MANAGEMENT LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WADDELL & REED

WADDELL & REED

State Registrations and Notice Filings

Exams

Series 66

Date: 3/14/2006

Series 7

Date: 2/15/2006

Current Firm

B.E.S.T. WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

B.E.S.T. WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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