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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-06-01 |
| TX | RA | APPROVED | 2023-06-01 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
14800 Galaxie Ave Suite 104, Apple Valley, MN 55124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Apple Valley | MN | 11/2002 | 06/2025 |
| Advisers' Pride, Inc | Apple Valley | MN | 01/2017 | 10/2022 |
| Gateway Financial Partners, Llc | Apple Valley | MN | 10/2022 | 05/2023 |
| Wealth Enhancement Group | Apple Valley | MN | 06/2023 | Present |
| Wealth Enhancement Advisory Services | Apple Valley | MN | 06/2023 | Present |
| Wealth Enhancement Brokerage Services | Apple Valley | MN | 06/2023 | Present |
1. 01/31/2003 - NON-VARIABLE INSURANCE - OUTSIDE SALES OF NON-VARIABLE INSURANCE. - APPLE VALLEY, MN. 2. 8/24/2020 - No Business Name - Investment Related - Home Based - Real Estate Rental - Start Date: 8/18/2020 - 4 Hours Per Month/0 Hours During Securities Trading 3. 06/27/2023 - Wealth Enhancement Advisory Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date 06/01/2023 - 40 Hours Per Month/ 30 Hours During Securities Trading - I provide investment advisory services through Wealth Enhancement Advisory Services, an independent investment advisor firm. I started this business activity in 06/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 1988-09-01 |
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