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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-03-02 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
132 S Main St Suite 300, Greensburg, PA 15601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bpu Investment Management, Inc. | Pittsburgh | PA | 08/2007 | 02/2020 |
| Lpl Financial | Greensburg | PA | 02/2020 | 06/2025 |
| Wealth Enhancement Group | Plymouth | MN | 03/2020 | Present |
| Wealth Enhancement Advisory Services | Plymouth | MN | 03/2020 | Present |
| Wealth Enhancement Brokerage Services | Plymouth | MN | 03/2020 | Present |
1. 03/02/2020 - WEALTH ENHANCEMENT ADVISORY SERVICES, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 03/02/2020 - Various Hours Per Month - I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-19 |
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