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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-26 |
| OR | RA | APPROVED | 2026-05-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Lpl Financial Llc | Bend | OR | 04/2011 | 07/2024 |
| Sherpa Wealth Strategies, Llc | Bend | OR | 04/2011 | 07/2024 |
| Sherpa Wealth Strategies, Llc | Bend | OR | 07/2023 | 07/2024 |
| Sherpa Wealth Strategies | Bend | OR | 03/2013 | 07/2024 |
| Investor'S Financial Advisory Network, Llc | Bend | OR | 08/2024 | 04/2026 |
| Wealth Enhancement Group | Bend | OR | 05/2026 | Present |
| Wealth Enhancement Advisory Services | Bend | OR | 05/2026 | Present |
| Wealth Enhancement Brokerage Services | Bend | OR | 05/2026 | Present |
WEALTH ENHANCEMENT ADVISORY SERVICES - BEND, OR - INVESTMENT ADVISOR REPRESENTATIVE. 160 HOURS PER MONTH, 80 HOURS DURING TRADING HOURS WEALTH ENHANCEMENT GROUP - BEND, OR - INSURANCE AGENT. SALES AND SERVICING OF FIXED, TERM, INDEXED UNIVERSAL AND LTC POLICIES. 4 HOURS PER MONTH, 4 HOURS DURING TRADING HOURS SHERPA WEALTH STRATEGIES - BEND, OR - MANAGING MEMBER - BUSINESS ENTITY FOR TAX PURPOSES. 2 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS SHERPA PROPERTY MANAGEMENT - BEND, OR - MANAGING MEMBER - REAL ESTATE. HOLDING COMPANY FOR OFFICE BUILDING WHICH WILL BE LEASED TO TENANTS. 4 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-09-27 |
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