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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2019-04-01 |
Branch Locations
3071 Voyager Dr Suite A, Green Bay, WI 54311 • 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 |
|---|---|---|---|---|
| Summit Planning Group Llc | Green Bay | WI | 12/2005 | 04/2019 |
| Summit Planning Group Llc | Green Bay | WI | 04/2006 | 04/2019 |
| Wealth Enhancement Group | Plymouth | MN | 04/2019 | Present |
| Wealth Enhancement Advisory Services | Plymouth | MN | 04/2019 | Present |
1. Wealth Enhancement Group DBA non-variable insurance 04/01/2019 2. 04/26/2005 - OTHER-BUSINESS ENTITY FOR ACCOUNTING PURPOSES / VALUE-ADDED, INC. 3. 02/16/2011 - TAX CONDUIT / VALUE-ADDED, INC 4. BETHANY CHURCH - NOT INVESTMENT RELATED - 1110 ECHO LN, GREEN BAY, WI 54304 - CHAIRPERSON - STARTED 01/01/2023 - 5 HOURS/MONTH, 0 HOURS SPENT DURING TRADING HOURS - OVERLOOK THE VARIOUS COMMITTEES IN THE CHURCH
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-11-11 |
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