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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-02-01 |
| MN | RA | APPROVED | 2014-01-07 |
| TX | RA | APPROVED | 2009-04-23 |
Branch Locations
2351 Connecticut Ave Suite 310, Sartell, MN 56377 • United States
Naples, FL • United States
303 22Nd Ave W Suite 200, Alexandria, MN 56308 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Enhancement Group | Naples | FL | 01/2001 | Present |
| Wealth Enhancement Advisory Services, Llc | Naples | FL | 12/2001 | Present |
| Wealth Enhancement Brokerage Services, Llc | Naples | FL | 02/2007 | Present |
| Lpl Financial, Llc | Sartell | MN | 02/2007 | 06/2025 |
1. 02/05/2007 - NON-VARIABLE INSURANCE DBA - WEALTH ENHANCEMENT GROUP, LLC - AGENT SELLING TRADITIONAL INSURANCE, FIXED ANNUITIES, DISABILITY AND LTC. - TIME SPENT 25% - SARTELL, MN. 2. 3/12/2007 - REGISTERED INVESTMENT ADVISOR - WEALTH ENHANCEMENT ADVISORY SERVICES, LLC - RIA PROVIDES ASSET MANAGEMENT AND FINANCIAL PLANNING SERVICES. - TIME SPENT 70% - SARTELL, MN. 3. 4/8/2009 - OTHER-RADIO - PARTICIPATE IN WEG RADIO PROGRAM. CONTENT OF THIS PROGRAM IS REVIEWED BY ADVERTISING COMPLIANCE. 4. 09/18/2015 - WE Smith Holdings, LLC - NOT INV REL - 2351 CONNECTICUT AVE STE 310 SARTELL, MN 56377 - Business Entity For Tax/Investment Purposes Only - START 09/19/2007 - NO TIME SPENT - Business Entity For tax/investment purposes only.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-06 |
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