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Shorewood, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-01 |
| IA | RA | APPROVED | 2024-07-24 |
| SD | RA | APPROVED | 2024-07-03 |
| MN | RA | APPROVED | 2024-07-02 |
Branch Locations
Prior Lake, MN • United States
Shorewood, IL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Plymouth | MN | 04/2013 | 10/2018 |
| Wealth Enhancement Group | Plymouth | MN | 04/2013 | 10/2018 |
| Wealth Enhancement Advisory Services | Plymouth | MN | 04/2013 | 10/2018 |
| Wealth Enhancement Brokerage Services | Plymouth | MN | 04/2013 | 10/2018 |
| Kestra Financial, Inc. | Woodbury | MN | 10/2018 | 04/2019 |
| Global Retirement Partners, Llc | San Rafael | CA | 04/2019 | 06/2024 |
| Wellth Advisory Services, Llc | Shorewood | IL | 06/2024 | Present |
Business Name: Strategic Retirement Partners Investment Related: Yes Address: 20891 Monterey Ave Prior Lake MN 55372 Nature of Business: Registered Field Assistant Position, Title or Relationship: Plan Consultant Start Date: 10/15/2018 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Provide service on 401k plans to plan sponsors.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-20 |
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