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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-12-02 |
| TX | RA | APPROVED_RES | 2025-12-02 |
Branch Locations
571 Monon Blvd Suite 150, Carmel, IN 46032 • 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 |
|---|---|---|---|---|
| Woodbury Financial Services | Carmel | IN | 01/2007 | 01/2024 |
| Moulton Financial Group | Carmel | IN | 01/2007 | 11/2025 |
| Osaic Wealth, Inc. | Carmel | IN | 01/2024 | 10/2025 |
| Wealth Enhancement Group | Carmel | IN | 12/2025 | Present |
| Wealth Enhancement Advisory Services | Carmel | IN | 12/2025 | Present |
| Wealth Enhancement Brokerage Services | Carmel | IN | 12/2025 | Present |
WEALTH ENHANCEMENT ADVISORY SERVICES - INVESTMENT ADVISOR REPRESENTATIVE - CARMEL, IN. PROVIDING INVESTMENT ADVICE FOR A FEE. 160 HOURS PER MONTH, 160 HOURS DURING TRADING HOURS. FAR NORTH PROPERTIES, LLC - OWNER - LAMASLO, KY - REAL ESTATE. 0 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS. MIT ONE INVESTMENTS LLC - INVESTMENT RELATED - PARTICIPANT/PASSIVE INVESTOR - START DATE: 01/2026 - 1-2 HOURS SPENT PER MONTH, 0 HOURS SPENT DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-01 |
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