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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-03-03 |
Branch Locations
10135 Se Sunnyside Rd Suite 210, Clackamas, OR 97015 • 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 |
|---|---|---|---|---|
| Secondhalf Planning & Investment, Llc | Clackamas | OR | 04/2013 | 02/2025 |
| Wealth Enhancement Group | Clackamas | OR | 03/2025 | Present |
| Wealth Enhancement Advisory Services | Clackamas | OR | 03/2025 | Present |
| Wealth Enhancement Brokerage Services | Clackamas | OR | 07/2025 | Present |
WEALTH ENHANCEMENT GROUP - NON-INVESTMENT RELATED - CLACKAMAS, OR - FIXED INSURANCE - FINANCIAL ADVISOR - START DATE: 03/2025 - 2 HOURS SPENT PER MONTH, 0 HOURS SPENT DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-04 |
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