Unclaimed Profile

Magan Kaur Zavislak

BEST LIFE INFINITY, LLC·COLORADO SPRINGS, Colorado

Series 65Clean record12 years registeredBEST LIFE INFINITY, LLC

1755 TELESTAR DR., COLORADO SPRINGS, CO 80920CRD# 6243072Firm CRD# 319232

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Magan Kaur Zavislak · COLORADO SPRINGS, CO

Registration

CRD #6243072 · BEST LIFE INFINITY, LLC · 12 years registered

Brand Profile

Not yet started

Career History

BEST LIFE INFINITY, LLC

Jul 2023 – present

INVESTMENT ADVISOR GROUP

Mar 2021 – Dec 2022

MAITLAND, FL

THE INVESTMENT ADVISOR ALLIANCE LLC

May 2019 – Feb 2021

Maitland, FL

WATER OAK ADVISORS, LLC

Sep 2013 – Feb 2016

WINTER PARK, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 25, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BEST LIFE INFINITY, LLC

CRD 319232 · SEC 801-126123

AUM

$30M

Regulatory assets under management

Employees

86 client accounts

Services offered by BEST LIFE INFINITY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BEST LIFE INFINITY, LLC →

Introduction

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Frequently Asked Questions

What services does Magan Kaur Zavislak offer?

Magan Kaur Zavislak specializes in Financial Planning, Investment Management. Contact their office in COLORADO SPRINGS, Colorado for a consultation.

What are Magan Kaur Zavislak's credentials?

Magan Kaur Zavislak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Magan Kaur Zavislak located?

Magan Kaur Zavislak is based in COLORADO SPRINGS, Colorado, working with BEST LIFE INFINITY, LLC. Their office serves clients in the COLORADO SPRINGS metropolitan area and surrounding communities.

How does Magan Kaur Zavislak charge for services?

Magan Kaur Zavislak's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BEST LIFE INFINITY, LLC?

BEST LIFE INFINITY, LLC has approximately 10 employees and manages $30M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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