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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-02-12 |
Branch Locations
5 S Wenatchee Ave Suite 220, Wenatchee, WA 98801 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
1409 140Th Pl Ne Suite 210, Bellevue, WA 98007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Bellevue | WA | 02/2009 | 09/2018 |
| Path Wealth Management | Bellevue | WA | 03/2010 | 11/2017 |
| Capstone Wealth Advisors | Bellevue | WA | 09/2018 | 01/2025 |
| Wealth Enhancement Group | Bellevue | WA | 02/2025 | Present |
| Wealth Enhancement Advisory Services | Bellevue | WA | 02/2025 | Present |
RENTAL PROPERTIES - BELLEVUE, WA - OWN 4 RENTAL PROPERIES IN SPOKANE, WA. 2 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS. HOGLUND CONSULTING, LLC - BELLEVUE, WA - INSURANCE. 10 HOURS PER MONTH, 0 HOURS TRADING HOURS. WEALTH ENHANCEMENT GROUP - BELLEVUE, WA - FIXED INSURANCE - 8 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS - OFFERING CLIENTS FIXED INSURANCE SUCH AS LIFE, DISABILITY, ANNUITIES, AND LONG-TERM CARE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-17 |
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