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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-01 |
| TX | RA | APPROVED | 2024-11-01 |
Branch Locations
43141 Business Center Pkwy Suite 106, Lancaster, CA 93535 • 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 |
|---|---|---|---|---|
| Sammons Retirement Solutions, Inc | West Des Moines | IA | 09/2015 | 08/2019 |
| Sammons Financial Network | West Des Moines | IA | 10/2015 | 08/2019 |
| Allstate Insurance Co | Valencia | CA | 10/2019 | 02/2021 |
| Lpl Financial, Llc | Lancaster | CA | 02/2021 | 06/2025 |
| Householder Group Estate & Retirement Specialists | Lancaster | AZ | 02/2020 | 10/2024 |
| Wealth Enhancement Group | Lancaster | CA | 11/2024 | Present |
| Wealth Enhancement Advisory Services | Lancaster | CA | 11/2024 | Present |
| Wealth Enhancement Brokerage Services | Lancaster | CA | 11/2024 | Present |
Strategic Benefits Group, Inc. - Investment Related - 12701 Whitewater Dr., Ste 200 Minnetonka, MN 55343 - Non-Variable Insurance - Agent - Start Date - 06/15/2022 - 1 Hours Per Month/ 1 Hours During Securities Trading. ECA Marketing - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 11/21/2022 - 10 Hours Per Month/2 Hours During Securities Trading. Synchronize - Investment Related - 12701 Whitewater Dr., Ste 200 Minnetonka, MN 55343 - Non-Variable Insurance - Agent - Start Date - 06/15/2022 - 1 Hours Per Month/1 Hours During Securities Trading Coast 2 Coast International Athletics - Other - Track & Field coach - Not Investment Related - Start Date 07/07/2023 - 10 Hours Per Month/ 0 Hours During Tading Other - Notary Public - Investment Related - At Reported Business Location(s) - Start Date 07/30/2021 - 2 Hours Per Month/ 1 Hour During Tading WEALTH ENHANCEMENT ADVISORY SERVICES - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 09/01/2024 - 160 hours per month/ 120 hours during trading - I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES, an independent investment advisor firm. I started this business activity in 9/2024. I expect to spend approximately 160 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. Antelope Valley Boys & Girls Club - Non-Investment Related - Lancaster, CA - Board of Director - Start Date: 08/01/2025 - 1 hour per month/ 1 hour during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-31 |
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