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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-08-27 |
Branch Locations
300 N Corporate Dr Suite 270, Brookfield, WI 53045 • 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 Advisory Services | Brookfield | WI | 07/2025 | Present |
| Wealth Enhancement Group | Brookfield | WI | 12/2024 | Present |
| Baker Tilly | Madison | WI | 07/2023 | 11/2024 |
| Baker Tilly | Madison | WI | 01/2023 | 04/2023 |
| Gilson Inc | Middleton | WI | 05/2022 | 12/2022 |
| Baker Tilly | Madison | WI | 01/2022 | 04/2022 |
| Intercon Construction | Waunakee | WI | 06/2021 | 12/2021 |
| Francesca'S | Brookfield | WI | 12/2016 | 05/2017 |
| Revere'S Wells St. Tavern | Delafield | WI | 05/2017 | 09/2017 |
| University Tees | Coral Gables | FL | 09/2018 | 12/2018 |
| Amazon | Madison | WI | 10/2020 | 01/2021 |
| Unemployed | Madison | WI | 02/2021 | 05/2021 |
| Unemployed | Brookfield | WI | 11/2015 | 11/2016 |
| Unemployed | Coral Gables | FL | 10/2017 | 08/2018 |
| Urban Outfitters | Miami | FL | 09/2019 | 12/2019 |
| Unemployed | Coral Gables | FL | 01/2019 | 08/2019 |
| Unemployed | Madison | WI | 01/2020 | 09/2020 |
1. DCS ISLAND, LLC - NON-INVESTMENT RELATED - MEMBER OF RENTAL PROPERTY GROUP THROUGH AIRBNB - START DATE 09/2023 LOCATED IN WI - 2 HOURS SPENT PER MONTH WITH 0 HOURS DURING TRADING. PROPERTIES LISTED FOR RENTAL THROUGH AIRBNB.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-19 |
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