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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2014-10-16 |
Branch Locations
2351 Connecticut Ave Suite 310, Sartell, MN 56377 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
303 22Nd Ave W Suite 200, Alexandria, MN 56308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Enhancement Group | Sartell | MN | 05/2014 | Present |
| Lpl Financial, Llc | Plymouth | MN | 05/2014 | 06/2025 |
| Wealth Enhancement Brokerage Services | Sartell | MN | 07/2014 | Present |
| Wealth Enhancement Advisory Services | Sartell | MN | 07/2014 | Present |
1. 06/19/2014 - WEALTH ENHANCEMENT ADVISORY SERVICES/ REGISTERED INVESTMENT ADVISOR/ 0%/ PLYMOUTH, MN 2. WEALTH ENHANCEMENT GROUP - INVESTMENT RELATED - SARTELL, MN - FIXED INSURANCE - START DATE: 06/2014 - 10 HOURS SPENT PER MONTH, 8 HOURS SPENT DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-04 |
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