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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-12-01 |
| TX | RA | APPROVED | 2024-11-04 |
Branch Locations
1241 Southridge Ct Suite 104, Hurst, TX 76053 • 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 |
|---|---|---|---|---|
| Principal Life Insurance Co | Addison | TX | 06/2007 | 01/2019 |
| Princor Financial Services Corp | Addison | TX | 06/2007 | 01/2019 |
| Lpl Financial, Llc | Hurst | TX | 01/2019 | 06/2025 |
| Householder Group Estate & Retirement Specialists | Hurst | TX | 01/2019 | 10/2024 |
| Wealth Enhancement Group | Hurst | TX | 11/2024 | Present |
| Wealth Enhancement Advisory Services | Hurst | TX | 11/2024 | Present |
| Wealth Enhancement Brokerage Services | Hurst | TX | 11/2024 | Present |
No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 04/01/2004 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 50% - Life, Health, Disability. Wealth Enhancement Advisory Services - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date: 09/01/2024 - 1 Hrs/Mth - 1 Hrs During Trading. I provide investment advisory services through Wealth Enhancement Advisory Services, an independent investment advisor firm. I started this business activity in 9/2024. I expect to spend approximately 1 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-09 |
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