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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2017-08-31 |
Branch Locations
14275 Golf Course Dr Suite 150, Baxter, MN 56425 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
520 Nw 1St Ave Suite 1, Grand Rapids, MN 55744 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Enhancement Group | Plymouth | MN | 01/2015 | 03/2017 |
| Lpl Financial Llc | Burnsville | MN | 06/2015 | 03/2017 |
| Wealth Enhancement Brokerage Services | Plymouth | MN | 07/2015 | 03/2017 |
| Wealth Enhancement Advisory Services | Plymouth | MN | 08/2015 | 03/2017 |
| Kestra Financial, Inc. | Plymouth | MN | 03/2017 | 07/2017 |
| Wealth Enhancement Brokerage Services | Baxter | MN | 08/2017 | Present |
| Lpl Financial Llc | Baxter | MN | 08/2017 | 06/2025 |
| Wealth Enhancement Advisory Services | Baxter | MN | 08/2017 | Present |
| Wealth Enhancement Group | Baxter | MN | 08/2017 | Present |
Wealth Enhancement Advsory Services LLC-Investment related-At reported business location(s)-Registered Investment Advisor-ADMIN services-Hours per month 80- spent percent 50%-I provide investment advisory services through Wealth Enhancement Advsory Services LLC, an independent investment advisor firm. I started this business activity on 8/29/2017. I expect to spend approximately 80 hours/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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-17 |
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