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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-01-22 |
| FL | RA | APPROVED | 2026-01-08 |
| TX | RA | APPROVED_RES | 2026-01-02 |
Branch Locations
4351 W College Ave Suite 110, Appleton, WI 54914 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Punta Gorda, FL • United States
530 N Koeller St, Oshkosh, WI 54902 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services | Oshkosh | WI | 06/2011 | 10/2019 |
| Raymond James Financial Services Advisors Inc. | Oshkosh | WI | 06/2011 | 10/2019 |
| Non-Variable Insurance | Oshkosh | WI | 09/2011 | 06/2019 |
| Aegis Financial | Oshkosh | WI | 12/2016 | 12/2025 |
| Bowman & Company S.C. | Oshkosh | WI | 01/1997 | 06/2019 |
| Private Client Services | Oshkosh | WI | 10/2019 | 11/2020 |
| Wealth Enhancement Group | Oshkosh | WI | 01/2026 | Present |
| Wealth Enhancement Advisory Services | Oshkosh | WI | 01/2026 | Present |
WEALTH ENHANCEMENT GROUP - INSURANCE AGENT - OSHKOSH, WI. FIXED INSURANCE SALES. 5 HOURS PER MONTH, 5 HOURS DURING TRADING HOURS. BOWMAN PROPERTIES - RENTAL PROPERTY - OSHKOSH, WI. OWNER OF RENTAL PROPERTIES. 5 HOURS PER MONTH, 5 HOURS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-11 |
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