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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-04-13 |
Branch Locations
975 34Th Ave Nw Suite 250, Rochester, MN 55901 • 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 |
|---|---|---|---|---|
| University Of St Thomas | St Paul | MN | 09/2012 | 05/2018 |
| Wealth Enhancement Group | Plymouth | MN | 08/2015 | 12/2016 |
| Wealth Enhancement Group | Rochester | MN | 03/2018 | Present |
| Lpl Financial, Llc | Rochester | MN | 04/2021 | 06/2025 |
| Wealth Enhancement Advisory Services | Rochester | MN | 04/2023 | Present |
| Wealth Enhancement Brokerage Services | Rochester | MN | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-05 |
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