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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2019-07-25 |
Branch Locations
8161 Maple Lawn Blvd Suite 400, Fulton, MD 20759 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • 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 |
|---|---|---|---|---|
| Triad Advisors, Inc | Norcross | GA | 03/2012 | 07/2019 |
| Planning Solutions Group, Llc | Fulton | MD | 03/2012 | 07/2019 |
| Lpl Financial Llc | Fulton | MD | 07/2019 | 06/2025 |
| Wealth Enhancement Group | Plymouth | MN | 07/2019 | Present |
| Wealth Enhancement Advisory Services | Plymouth | MN | 07/2019 | Present |
| Wealth Enhancement Brokerage Services | Plymouth | MN | 07/2019 | Present |
Non-Variable Insurance - WEALTH ENHANCEMENT GROUP - Investment Related - 5% - Fulton, MD WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Investment related - At reported business location(s) - Registered Investment Advisor Hybrid - start date:08/01/19 - 190 hrs/mo - 6.35 hrs during trading - 95% time spent - I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 08/2019. I expect to spend approximately 190 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-19 |
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