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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-10-04 |
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 (Formerly: Linsco/Private Ledger Corp.) | Cincinnati | OH | 03/2001 | 06/2025 |
| Bohmer Kilcoyne Wealth Management Llc(Fka:HBk Wealth Management) | Cincinnati | OH | 08/2013 | 09/2022 |
| Wealth Enhancement Advisory Services | Cincinnati | OH | 10/2022 | Present |
| Wealth Enhancement Group | Cincinnati | OH | 10/2022 | Present |
| Wealth Enhancement Brokerage Services | Cincinnati | OH | 10/2022 | Present |
(1) 01/16/2009 - NON-VARIABLE INSURANCE - WE DO VARIOUS TERM LIFE AND LONG TERM CARE POLICIES VIA A LOCAL INSURANCE BROKER. INSURANCE COMPNAIES INCLUDE METLIFE, ING, LINCOLN, GENWORTH, BANNER LIFE, WEST COAST LIFE. - 1% OF TIME SPENT - WE DO VARIOUS TERM LIFE AND LONG TERM CARE POLICIES VIA A LOCAL INSURANCE BROKER. INSURANCE COMPNAIES INCLUDE METLIFE, ING, LINCOLN, GENWORTH, BANNER LIFE, WEST COAST LIFE. (2) 11/07/2013 - HAT CREEK CAPITAL PARTNERS - REAL ESTATE RENTAL - CREATED AN LLC NAMED HAT CREEK CAPITAL PARTNERS. I AM 50% OWNER OF THAT LLC. THE LLC BOUGHT A VACANT COMMERCIAL BUILDING IN AUGUST. IT GENERATES NO INCOME AT THE PRESENT TIME, BUT THE HOPE IS THAT IT DOES CREATE INCOME VIA A FUTURE TENANT. - 1% OF TIME SPENT - CINCINNATI, OH. (3) 10/19/2022 - Wealth Enhancement Advisory Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date - 10/01/2022 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through Wealth Enhancement Advisory Services, an independent investment advisor firm. I started this business activity in 10/2022. I expect to spend approximately 160 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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-08-30 |
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