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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-03-15 |
| MN | RA | APPROVED | 2019-12-05 |
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 |
|---|---|---|---|---|
| Modern Woodmen Of America | Rock Island | IL | 07/2018 | 11/2018 |
| Roaring Fork Llc | Whitewater | WI | 01/2018 | 05/2018 |
| Boys And Girls Club Of America | Fort Atkinson | WI | 09/2017 | 12/2017 |
| Great Lakes Wine And Spirits | Marquette | MI | 06/2017 | 08/2017 |
| University Of Wisconsin-Whitewater | Whitewater | WI | 08/2014 | 05/2018 |
| Mwa Financial Services Inc | Rock Island | IL | 08/2018 | 11/2018 |
| Wealth Enhancement Group | Mankato | MN | 11/2018 | Present |
| Lpl Financial, Llc | Mankato | MN | 06/2019 | 05/2020 |
| Lpl Financial Llc | Mankato | MN | 10/2018 | 06/2019 |
| Wealth Enhancement Advisory Services, Llc | Mankato | MN | 12/2019 | Present |
| Wealth Enhancement Brokerage Services | Plymouth | MN | 12/2019 | 09/2020 |
WEALTH ENHANCEMENT GROUP - DBA FOR WEALTH ENHANCEMENT ADVISORY SERVICES - GREEN BAY, WI. WEALTH ENHANCEMENT GROUP - NON-INVESTMENT RELATED - GREEN BAY, WI - FIXED INSURANCE - ASSOCIATE FINANCIAL ADVISOR - START DATE: 10/2025 - 2 HOURS SPENT PER MONTH, 2 HOURS SPENT DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-21 |
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