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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2019-07-23 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
8161 Maple Lawn Blvd Suite 400, Fulton, MD 20759 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors Inc | Norcross | GA | 11/2010 | 07/2019 |
| Planning Solutions Group, Llc | Fulton | MD | 11/2010 | 07/2019 |
| Lpl Financial Llc | Fulton | MD | 07/2019 | 06/2025 |
| Wealth Enhancement Group | Plymouth | MN | 07/2019 | Present |
| Wealth Enhancement Advisory Services, Llc | Plymouth | MN | 07/2019 | Present |
| Wealth Enhancement Brokerage Services | Plymouth | MD | 07/2019 | Present |
Non-Variable Insurance - inv rel - at reported business location(s) - start: 2010 WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Investment related - At reported business location(s) - Registered Investment Advisor Hybrid - start date:8/1/19 - 80 hrs/mo - I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 09/2019. I expect to spend approximately 80 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. Succession Consulting LLC - Non-Investment Related - Silver Spring, MD - Consultant/Attorney - Start Date: 05/2026 - 8-10 Hours Spent Per Month, 4-6 Hours Spent During Trading Hours - provides consulting services as a licensed attorney related to business succession planning and estate planning. Services do not include the drafting of legal documents and are provided solely to non-WEG clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-04 |
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