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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-05-28 |
Branch Locations
3071 Voyager Dr Suite A, Green Bay, WI 54311 • 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 |
|---|---|---|---|---|
| Wealth Enhancement Group | Green Bay | WI | 08/2024 | Present |
| Wealth Enhancement Group | Plymouth | MN | 11/2023 | 08/2024 |
| Sovos Compliance | Hopkins | MN | 06/2022 | 08/2023 |
| Student | Winona | MN | 06/2020 | 06/2022 |
| Student | Eau Claire | WI | 08/2018 | 06/2020 |
| Student | Green Bay | WI | 08/2014 | 06/2018 |
| Lpl Financial Llc | Plymouth | MN | 12/2024 | 06/2025 |
| Wealth Enhancement Brokerage Services | Green Bay | WI | 03/2025 | Present |
| Wealth Enhancement Advisory Services | Green Bay | WI | 04/2025 | Present |
WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:12/2/2024 - 160 Hrs/Mth - 8 Hrs During Trading. provide administrative support to WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 12/2024. 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-01 |
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