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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-09-05 |
Branch Locations
10751 Deerwood Park Blvd Suite 302, Jacksonville, FL 32256 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • 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 |
|---|---|---|---|---|
| Retirement Strategies, Inc. | Jacksonville | FL | 01/1994 | 09/2018 |
| Wealth Enhancement Advisory Services | Plymouth | MN | 09/2018 | Present |
| Wealth Enhancement Group | Plymouth | MN | 09/2018 | Present |
Retirement Strategies Inc. business entity for tax/investment purposes. University of North Florida. not investment- related. 1 UNF Dr., Jacksonville, FL 32224. Teacher/Adjunct Professor. start date: January 6, 2016, approximately 20 hours per month, none of which are during securities trading hours. Wealth Enhancement Group DBA
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-06-28 |
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