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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-10-30 |
| OH | RA | APPROVED | 2024-10-18 |
| TX | RA | APPROVED_RES | 2024-10-18 |
Branch Locations
4901 Hunt Rd Suite 201, Blue Ash, OH 45242 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Mason | OH | 03/2000 | 03/2020 |
| Ameriprise Financial Services, Llc | Blue Ash | OH | 03/2020 | 10/2024 |
| Lpl Financial Llc | Blue Ash | OH | 10/2024 | 06/2025 |
| Wealth Enhancement Group | Blue Ash | OH | 10/2024 | Present |
| Wealth Enhancement Advisory Services | Blue Ash | OH | 10/2024 | Present |
| Wealth Enhancement Brokerage Services | Blue Ash | OH | 10/2024 | Present |
1 - 10/07/2024 - THE GRISAK TEAM LLC - Business Entity For Tax/Investment Purposes Only - Not Inv Related - 9 Hours/Month - OH 45243 - OBA Start Date: 10/1/24. 2- 10/22/2024 - WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 10/11/24 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through Wealth Enhancement Advisor Services, an independent investment advisor firm. I started this business activity in 10/2024. I expect to spend approximately 160 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 service6s at http://www.adviserinfo.sec.gov/IAPD. 3 - WEALTH ENHANCEMENT GROUP - Investment Related - Cincinnati, OH - Fixed Insurance - SVP, Financial Advisor - Start Date: 10/2024 - 5 Hours Spent Per Month, 5 Hours Spent During Trading Hours. 4 - Act In a Fiduciary Capacity - Trustee for Personal Trust – Investment Related – Cincinnati, OH – Start Date: 08/2010 – 0 Hours Spent Per Month, 0 Hours Spent During Securities Trading Hours. 5 - Act In a Fiduciary Capacity - Power of Attorney for Immediate Family Members – Non-Investment Related – Cincinnati, OH – Start Date: 01/2025 - 4 Hours Spent Per Month, 0 Hours Spent During Securities Trading Hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-06-13 |
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