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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-12-08 |
Branch Locations
209 Franklin St Suite 100, Cedar Falls, IA 50613 • 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 |
|---|---|---|---|---|
| L.M. Kohn & Company | Cincinnati | OH | 05/2013 | 12/2025 |
| Financial Designs, Llc | Cedar Falls | IA | 05/2013 | 12/2025 |
| Paradigm Benefits, Llc | Waverly | IA | 05/2013 | 12/2019 |
| Financial Designs Wealth Advisors, Llc | Cedar Falls | IA | 08/2017 | 12/2025 |
| Wealth Enhancement Brokerage Services | Cedar Falls | ID | 12/2025 | Present |
| Wealth Enhancement Advisory Services | Cedar Falls | IA | 12/2025 | Present |
| Wealth Enhancement Group | Cedar Falls | IA | 12/2025 | Present |
WEALTH ENHANCEMENT ADVISORY SERVICES - INVESTMENT ADVISOR REPRESENTATIVE - CEDAR FALLS, IA. PROVIDE INVESTMENT ADVISE FOR A FEE. 120 HOURS PER MONTH, 120 DURING TRADING HOURS. WEALTH ENHANCEMENT GROUP - INSURANCE AGENT - CEDAR FALLS, IA. SELL AND SERVICE FIXED INSURANCE/FIXED ANNUITY PRODUCTS. 40 HOURS PER MONTH, 40 HOURS DURING TRADING HOURS. FINANCIAL DESIGNS, LLC - OWNER - CEDAR FALLS, IA. SERVICE PREVIOUSLY SOLD FIXED INSURANCE/FIXED ANNUITY POLICIES. 0 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS. CEDAR FALLS COMMUNITY SCHOOL DISTRICT - COACH - CEDAR FALLS, IA. ASSIATANT BASKETBALL COACH. 45 HOURS PER MONTH, 0 DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-10 |
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