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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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BT

Brad E. Tinnon

B.E.S.T. WEALTH MANAGEMENT
St. Louis, MO 63132
Some features on this profile are disabled
CRD#: 5050450
BT

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.
The advisor shows no other business activity.

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

BD
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

BD
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)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/14/2006
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 2/15/2006
General Securities Representative Examination

Current Firm

BW
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)
PREMIUM
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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
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts320
AUM (Assets Under Management)$ 53,907,748

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.

Company Information

B.E.S.T. WEALTH MANAGEMENT LLC

CRD#: 160920St. Louis, MO 63132

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