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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-05-12 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
775 Prairie Center Dr Suite 380, Eden Prairie, MN 55344 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Prudential Insurance Company Of America | Plymouth | MN | 05/2020 | 09/2021 |
| Pruco Securities, Llc | Plymouth | MN | 11/2020 | 09/2021 |
| The Prudential Insurance Company Of America | Plymouth | MN | 06/2019 | 08/2019 |
| Wallman Wellness Center | Fargo | ND | 08/2016 | 12/2019 |
| Breakaway Hockey Llc | Chaska | MN | 06/2016 | 08/2017 |
| City Of Chanhassen | Chanhassen | MN | 05/2018 | 08/2018 |
| College Sudent | Fargo | ND | 01/2020 | 04/2020 |
| Financial Perspectives, Inc. | Minneapolis | MN | 09/2021 | 04/2026 |
| Purshe Kaplan Sterling Investment | Albany | NY | 09/2021 | 04/2026 |
| Wealth Enhancement Group | Eden Prairie | MN | 05/2026 | Present |
| Wealth Enhancement Brokerage Services | Eden Prairie | MN | 05/2026 | Present |
| Wealth Enhancement Advisory Services | Eden Prairie | MN | 05/2026 | Present |
1. WEALTH ENHANCEMENT ADVISORY SERVICES (WEAS) - INVESTMENT RELATED - EDEN PRAIRIE, MN - IAR - PROVIDES INVESTMENT ADVISORY SERVICES THROUGH WEAS. - START DATE 05/2026 - 160 HOURS SPENT PER MONTH WITH 160 HOURS DURING TRADING. 2. WEALTH ENHANCEMENT GROUP - INVESTMENT RELATED - EDEN PRAIRIE, MN - INSURANCE AGENT - INSURNACE RELATED PRODUCT SALES - START DATE 05/2026 - 160 HOURS SPENT PER MONTH WITH 160 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-05 |
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