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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-06-02 |
| AR | RA | APPROVED | 2026-05-28 |
| NE | RA | APPROVED | 2026-05-28 |
| DE | RA | APPROVED | 2026-05-27 |
| RI | RA | APPROVED | 2026-05-27 |
| AL | RA | APPROVED | 2026-04-06 |
| MS | RA | APPROVED | 2026-04-06 |
| NV | RA | APPROVED | 2026-04-06 |
| OK | RA | APPROVED | 2026-04-06 |
| VA | RA | APPROVED | 2026-04-06 |
| MN | RA | APPROVED | 2017-08-04 |
Branch Locations
901 3Rd Ave S, Minneapolis, MN 55402-3367 • United States
Maple Grove, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Enhancement Group | Plymouth | MN | 08/2016 | 07/2017 |
| Lpl Financial, Llc | Plymouth | MN | 08/2016 | 07/2017 |
| Wealth Enhancement Brokerage Services | Plymouth | MN | 09/2016 | 07/2017 |
| Wealth Enhancement Advisory Services | Plymouth | MN | 09/2016 | 07/2017 |
| Ameriprise Financial Services Inc | Minneapolis | MN | 07/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Minneapolis | MN | 03/2020 | Present |
| American Enterprise Investment Services Inc | Minneapolis | MN | 10/2024 | Present |
Name of Activity: RENTAL REAL ESTATE; Date Activity Started/modified: 10/2015; Type of Activity: INVESTMENT REAL ESTATE; Role/Relationship: OWNER/PROPRIETOR; Responsibilities: PROPERTY MAINTENANCE AND RENTAL; Income Per Year: UP TO $10,000; Total hours Per Month: 0 - 20; Hours During Trading Hours per Month: 0 - 20; Does this activity include providing investment advice, conducting securities trading or managing the assets of others? NO; -----END----- Name of Activity: Trustee for church parish council and finance council; Date Activity Started/Modified/Ended: 12/6/2024; Type of Activity: Non-Profit; Role/Relationship: Trustee/ Fiduciary; Responsibilities: attend meetings, review budget, act as a backup when checks need to be signed.; Total Hours Per Month: 0 - 20; Total Hours Per Month During Trading Hours: 0 - 20; Does this activity include providing investment advice, conducting securities trading or managing the assets of others? No; --- END ---
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-26 |
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