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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2019-07-23 |
Branch Locations
8161 Maple Lawn Blvd Suite 400, Fulton, MD 20759 • 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 |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 04/2015 | 07/2019 |
| Planning Solutions Group | Fulton | MD | 04/2015 | 04/2017 |
| Lpl Financial Llc | Fulton | MD | 07/2019 | 06/2025 |
| Planning Solutions Group | Fulton | MD | 04/2017 | 06/2019 |
| Wealth Enhancement Group | Plymouth | MI | 07/2019 | Present |
| Wealth Enhancement Brokerage Services | Plymouth | MN | 07/2019 | Present |
| Wealth Enhancement Advisory Services Llc | Fulton | MD | 07/2019 | Present |
WEALTH ENHANCEMENT ADVISORY SERVICES - DBA: (Hybrid) WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - 80 Hours Per Month - I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC., an independent investment advisor firm. I started this business activity in 08/2019. I expect to spend approximately 80 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 services at http://www.adviserinfo.sec.gov/IAPD
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-10 |
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