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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2014-01-15 |
Branch Locations
350 W Burnsville Pkwy Suite 600, Burnsville, MN 55337 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Enhancement Group, Llc | Burnsville | MN | 06/2006 | Present |
| Wealth Enhancement Advisory Services, Llc | Burnsville | MN | 06/2006 | Present |
| Wealth Enhancement Brokerage Services, Llc | Burnsville | MN | 02/2007 | Present |
| Linsco Private Ledger | San Diego | MN | 02/2007 | 06/2025 |
1. 02/01/2007 - WEALTH ENHANCEMENT GROUP, LLC - NON-VARIABLE INSURANCE DBA - NON VARIABLE INSURANCE SALES (TRADITIONAL, FIXED ANNUITIES, DISABILITY, LTC). 2. 03/12/2007 - WEALTH ENHANCEMENT ADVISORY SERVICES, LLC - INV REL - REGISTERED INVESTMENT ADVISOR - RIA 3. 08/20/2015 - FUTURE VALUE, LLC - INV REL - 308 LOMBARDY LANE MINNETONKA, MN 55305 - OTHER - LLC - START 07/06/2015 - NO TIME SPENT - . WEGH IS THE PARENT COMPANY OF THE DBA, WEALTH ENHANCEMENT GROUP INC. AS AN S-CORP I HOLD ALL POSITIONS. 4. 3/29/2017 - No Business Name - Fort Pierce, Florida/Via property manager - Real Estate Rental - Started 01/01/2016 - 1 Hour Per Month/0 Hours During Securities Trading - Own this property with husband. Rent the property through a property management company.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-06-08 |
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