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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-11-03 |
Branch Locations
3140 Windsor Ct, Elkhart, IN 46514 • 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 |
|---|---|---|---|---|
| Mutual Securities | Camarillo | CA | 04/2011 | 07/2019 |
| Guidance Investment Advisors, Llc | Elkhart | IN | 04/2011 | 10/2025 |
| Wealth Enhancement Group | Vp, Financial Advisor | IN | 11/2025 | Present |
| Wealth Enhancement Advisory Services | Elkhart | IN | 11/2025 | Present |
WEALTH ENHANCEMENT GROUP - INSURANCE - ELKHART, IN. SALES AND SERVICING OF FIXED INSURANCE AND ANNUITIES. 5 HOURS PER MONTH, 5 HOURS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-13 |
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