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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-01-10 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
1131 Fairview Ave Suite 203, Bowling Green, KY 42103 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Landmark Financial Advisors, Llc | Bowling Green | KY | 03/2001 | 01/2024 |
| Wealth Enhancement Group | Bowling Green | KY | 01/2024 | Present |
| Wealth Enhancement Advisory Services | Bowling Green | KY | 01/2024 | Present |
LFA HOLDINGS, LLC - BOWLING GREEN KY - RENTAL PROPERTY - 1 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS CB2 FREEPORT, LLC - OWNER - START DATE: 12/2020 - 0 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS - LLC OWNS AN EQUITY INTEREST IN A MULTI-FAMILY REAL ESTATE DEVELOPMENT IN FREEPORT, FL. B 5 INVESTMENTS, LLC – INVESTMENT RELATED - BOWLING GREEN, KY - LIMITED LIABILITY PARTNERSHIP - MANAGING PARTNER – START DATE: 07/2026 – LESS THAN 1 HOUR SPENT PER MONTH, 0 HOURS SPENT DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-05-14 |
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