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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-01-02 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
4901 Hunt Rd Suite 201, Blue Ash, OH 45242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthquest Corporation | Cincinnati | OH | 08/2012 | 12/2023 |
| Wealth Enhancement Group | Blue Ash | OH | 01/2024 | Present |
| Wealth Enhancement Advisory Services | Blue Ash | OH | 01/2024 | Present |
WEALTH ENHANCEMENT GROUP - NON-INVESTMENT RELATED - BLUE ASH, OH - FIXED INSURANCE - SVP, FINANCIAL ADVISOR - START DATE: 06/2024 - 2 HOURS SPENT PER MONTH, 2 HOURS SPENT DURING TRADING HOURS. NUN2SUM HOLDINGS LLC – NOT INVESTMENT RELATED – MASON, OH – HOLDING COMPANY - OWNER – START DATE: 12/2025 - 1 HOUR SPENT PER MONTH, 0 HOURS SPENT DURING SECURITIES TRADING HOURS. ACT IN A FIDUCIARY CAPACITY - NOT INVESTMENT RELATED - MASON, OH - CO-TRUSTEE FOR IMMEDIATE FAMILY MEMBER'S LIVING REVOCABLE TRUST - START DATE: 05/2019 - 2 HOURS SPENT PER MONTH, 2 HOURS SPENT DURING SECURITIES TRADING HOURS. ACT IN A FIDUCIARY CAPACITY - NOT INVESTMENT RELATED - MASON, OH - TRUSTEE FOR PERSONAL LIVING REVOCABLE TRUST - START DATE: 11/2020 - 0 HOURS SPENT PER MONTH, 0 HOURS SPENT DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-04-03 |
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