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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-05-01 |
| WI | RA | APPROVED | 2025-05-01 |
Branch Locations
796 Bielenberg Dr Suite 101, Woodbury, MN 55125 • 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 Wisconsin - River Falls | River Falls | WI | 06/2012 | Present |
| Golden Living - Linden | Stillwater | MN | 02/2016 | 12/2016 |
| Cooperative Resources International - Ag Source | Menomonie | WI | 12/2016 | 01/2017 |
| Orangetheory Fitness | Woodbury | MN | 02/2017 | 06/2017 |
| State Farm | Woodbury | MN | 07/2017 | 01/2019 |
| Wealth Enhancement Group | Woodbury | MN | 02/2019 | Present |
| Lpl Financial Llc | Woodbury | MN | 03/2024 | 06/2025 |
| Wealth Enhancement Brokerage Services | Woodbury | MN | 11/2024 | Present |
| Wealth Enhancement Advisory Services | Woodbury | MN | 03/2025 | Present |
YOGA INSTRUCTOR / Other / Not Investment Related / 10 hrs mth / Start date: 1/12/2012 Inv Related / At Reported Business Location(s) / Registered Investment Advisor / Registered Admin / Started: 2/3/2019 / 160 Hrs/Mo; 8 Hrs During Trading / I provide administrative support to WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity 3/2024. 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-09 |
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