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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-12-01 |
| TX | RA | APPROVED | 2025-12-01 |
Branch Locations
571 Monon Blvd Suite 150, Carmel, IN 46032 • United States
216 N 6Th St Suite 1A, Lafayette, IN 47901 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Indianapolis | IN | 04/2004 | 07/2021 |
| Woodbury Financial Services Inc | Carmel | IN | 07/2021 | 01/2024 |
| Financial Planning Consultants, Inc | Indianapolis | IN | 03/2004 | 12/2021 |
| Osaic Wealth, Inc. | Carmel | IN | 01/2024 | 11/2025 |
| Wealth Enhancement Group | Carmel | IN | 12/2025 | Present |
| Wealth Enhancement Advisory Services | Carmel | IN | 12/2025 | Present |
| Wealth Enhancement Brokerage Services | Carmel | IN | 12/2025 | Present |
WEALTH ENHANCEMENT ADVISORY SERVICES - INVESMENT ADVISOR REPRESENTATIVE - CARMEL IN. PROVIDE INVESTMENT ADVICE FOR A FEE - 160 HOURS PER MONTH, 140 HOURS DURING TRADING HOURS. PRINCESS CIT DEVELOPERS, INC - BOARD MEMBER - LA GRANGER, IN. PARTICIPATE IN MEETINGS FOR PROPERTY DEVELOPMENT. 20 HOURS PER MONTH, 10 HOURS DURING TRADING HOURS. PENN SOILS, LLC - MISHAWAKA, IN. PROCESSING/SELLING TOP SOIL FOR LAND DEVELOPMENT. 0 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS. L&B PENN, LLC - MISHAWAKA, IN. - REAL ESTATE. BUSINESS ENTITY TO HOLD FAMILY FARM. 0 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-12 |
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