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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2011-06-27 |
Branch Locations
1055 Jordan Creek Pkwy Suite 224, West Des Moines, IA 50266 • 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 | Plymouth | MN | 09/2008 | Present |
| Lpl Financial Llc | West Des Moines | IA | 02/2009 | 06/2025 |
| Wealth Enhancement Brokerage Services | Plymouth | MN | 05/2009 | Present |
| Wealth Enhancment Advisory Services | Plymouth | MN | 05/2009 | Present |
1. 5/27/2009: REGISTERED INVESTMENT ADVISOR - WEALTH ENHANCEMENT ADVISORY SERVICES, LLC - RIA PROVIDES ASSET MANAGEMENT AND FINANCIAL PLANNING SERVICES. - INVESTMENT RELATED - WEST DES MOINES, IA. 2. 2/27/2012: NON-VARIABLE INSURANCE - WEALTH ENHANCEMENT GROUP - AGENT SELLING TRADITIONAL INSURANCE, FIXED ANNUITIES, DISABILITY, AND LONG TERM CARE. - INVESTMENT RELATED - WEST DES MOINES, IA. 3. RENTAL PROPERTY - NON-INVESTMENT RELATED - VAIL, CO - OWNER - START DATE: 12/2025 - 3 HOURS SPENT PER MONTH, 1 HOUR SPENT DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-07 |
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