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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-05-12 |
| MD | RA | APPROVED | 2019-07-23 |
Branch Locations
8161 Maple Lawn Blvd Suite 400, Fulton, MD 20759 • 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 |
|---|---|---|---|---|
| Triad Advisors, Inc | Norcross | GA | 11/2010 | 07/2019 |
| Planning Solutions Group, Llc | Fulton | MD | 11/2010 | 07/2019 |
| Lpl Financial Llc | Fulton | MD | 07/2019 | 06/2025 |
| Wealth Enhancement Group | Plymouth | MN | 07/2019 | Present |
| Wealth Enhancement Advisory Services, Llc | Fulton | MD | 07/2019 | Present |
| Wealth Enhancement Brokerage Services | Plymouth | MN | 07/2019 | Present |
1) 07/17/2019 - Non-Variable Insurance - Insurance sale - inv rel - at reported business location(s) - start: 1993 - 15 hr/mth 2) 08/09/2019 - WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Investment related - At reported business location(s) - Registered Investment Advisor Hybrid - start date:8/1/2019 - 200 hrs/mo - 4 hrs during trading - 95% time spent - I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 08/2019. I expect to spend approximately 200 hours per month on this activity. 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. 3) 3/2/2021 - Gratitude LLC - Investment Related - Home Based - Insurance Agency - Started 11/06/2019 - 5 Hours Per Month During Securities Trading - Single Member LLC. 4) 09/10/2021 - MFF Holdings, LLC - Not Investment Related - Home Based - Other-Sales of merchandise - Managing Member - Start Date: 07/01/2021 - 10 Hours Per Month/0 Hours During Securities Trading - The business will sell hats, t-shirts, shirts, coffee mugs, etc. Profits will be donated to ALS related charities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-25 |
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