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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2019-04-01 |
Branch Locations
3071 Voyager Dr Suite A, Green Bay, WI 54311 • 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 Advisory Services | Green Bay | WI | 04/2019 | Present |
| Wealth Enhancement Group | Green Bay | WI | 04/2019 | Present |
| Summit Planning Group | Green Bay | WI | 04/2015 | 04/2019 |
1.) 04/01/2019-Wealth Enhancement Group DBA Non-Variable insurance. 2.) COLLEGE READY - INVESTMENT RELATED - 715 SUPERIOR ROAD, UNIT 102, GREEN BAY, WI 54311- COMMITTEE MEMBER - STARTED 04/01/2021 - 1 HOUR/MONTH, 0 HOURS SPENT DURING TRADING HOURS - DISCUSS THE INVESTMENT PORTFOLIO AND ANALYZE THE MANAGER OF THE PORTFOLIO. ALSO DISCUSS THE ORGANIZATION'S BUDGET AND OBJECTIVES TO ACCOMPLISH. NOT RESPONSIBLE FOR PROVIDING ANY INVESTMENT ADVICE. 3.) COLLEGE READY - NON-INVESTMENT RELATED - GREEN BAY, WI - BOARD MEMBER - START DATE: 11/2024 - 2 HOURS PER MONTH, 0 HOURS SPENT DURING TRADING HOURS - AS A BOARD MEMBER WILL DETERMINE MISSION & PURPOSE, SUPPORT & EVALUATE CHIEF EXECUTIVE, MONITOR PROGRAMS & SERVICES, PROVIDE FINANCIAL OVERSIGHT, & ENSURE EFFECTIVE PLANNING. 4.) COLLEGE READY - NON-INVESTMENT RELATED - GREEN BAY, WI - TREASURER - START DATE: 11/2024 - 4 HOURS PER MONTH, 1 HOUR SPENT DURING TRADING HOURS - AS TREASURER WILL BE REVIEWING BUDGETS, SPENDING, TRANSACTIONS, & MONEY MOVEMENT FROM INVESTMENT ACCOUNTS TO BANK ACCOUNTS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-11-26 |
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