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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-11-01 |
| TX | RA | APPROVED | 2023-11-01 |
Branch Locations
6200 Baker Rd Suite 100, Eden Prairie, MN 55346 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • 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 |
|---|---|---|---|---|
| Retirement Advisory Group | Excelsior | MN | 08/1977 | 10/2023 |
| Sii Investments, Inc. | Eden Prairie | MN | 10/1996 | 02/2018 |
| Lpl Financial Llc | Eden Prairie | MN | 02/2018 | 06/2025 |
| Wealth Enhancement Group | Eden Prairie | MN | 11/2023 | Present |
| Wealth Enhancement Advisory Services | Eden Prairie | MN | 11/2023 | Present |
| Wealth Enhancement Brokerage Services | Eden Prairie | MN | 11/2023 | Present |
1. 02/14/2018 - AMERICAN HOPE PUBLISHING - Not Investment Related - Other - Author - Start Date 3/2014. 2. 3/9/2020 - Cyril A Kerber and Madonna C Kerber revocable trust - Not Investment Related - At Reported Business Location(s) - Act in a Fiduciary Capacity - Started 09/17/2019 - 1 Hour Per Month During Securities Trading. 3. 12/19/2023 - Wealth Enhancement Advisory Services - Inv Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started: 11/1/2023 - 40 Hrs/Mo During Trading - I provide investment advisory services through Wealth Enhancement Advisory Services, an independent investment advisor firm. I started this business activity in 12/2023. I expect to spend approximately 160hours 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. 4. 04/11/2024 - Wealth Enhancement Group - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 11/01/2023 - 10 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-09 |
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