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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-02-04 |
Branch Locations
1241 John Q Hammons Dr Suite 100, Madison, WI 53717 • 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 |
|---|---|---|---|---|
| Wealth Enhancement Group | Madison | WI | 05/2025 | Present |
| Wealth Enhancement Advisory Services | Madison | WI | 09/2025 | Present |
| Johnson Bank | Madison | WI | 05/2023 | 01/2025 |
| First Business Bank | Madison | WI | 05/2022 | 04/2023 |
| Associated Bank | Madison | WI | 11/2020 | 05/2022 |
| Associated Bank | Madison | WI | 09/2018 | 11/2020 |
| Uw-Whitewater Fiscal & Economic Research Center | Whitewater | WI | 10/2016 | 12/2018 |
| Uw-Whitewater | Whitewater | WI | 06/2016 | 12/2018 |
| Unemployed | Madison | WI | 02/2025 | 04/2025 |
1. UW CARBONE CANCE CENTER EMERGING LEADERSHIP BOARD - BOARD MEMBER - NON-INVESTMENT RELATED - MADISON, WI - START DATE 01/2022 - NON-PROFIT ORGANIZATION SUPPORTING CANCER RESEARCH FOR THE UNIVERSITY OF WISCONSIN - 2 HOURS SPENT PER MONTH WITH 1 HOUR DURING TRADING. 2. GUNNING FOR HOPE - BOARD MEMBER - NON-INVESTMENT RELATED - WAUNAKEE, WI - START DATE 01/2023 - NON-PROFIT ORGANIZATION SUPPORTING CANCER RESEARCH FOR THE UNIVERSITY OF WISCONSIN - 2 HOURS SPENT PER MONTH WITH 1 HOUR DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-04 |
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