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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2014-01-07 |
Branch Locations
975 34Th Ave Nw Suite 250, Rochester, MN 55901 • 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 | 05/2013 | Present |
| Lpl Financial Llc | Rochester | MN | 05/2013 | 06/2025 |
| Wealth Enhancement Advisory Services | Plymouth | MN | 05/2013 | Present |
| Wealth Enhancement Brokerage Services | Plymouth | MN | 05/2013 | Present |
1. 05/29/2013 - WEALTH ENHANCEMENT GROUP/ (2) 05/29/2013 - WEALTH ENCHANCEMENT GROUP/ NON-VARIABLE INSURANCE DBA/ AGENT SELLING TRADITIONAL INSURANCE, FIXED ANNUITIES, DISABILITY, AND LONG TERM CARE FOR WEALTH ENCHANCEMENT GROUP/ 100%/ ROCHESTER, MN 2. 05/29/2013 - Wealth Enhancement Group - Non-Variable Insurance DBA - 100% TIME SPENT - Agent selling traditional insurance, fixed annuities, disability, and long term care for Wealth Enhancement Group 3. 05/29/2013 - Inn Deep, LLC - INV REL - Real Estate Rental - 5% TIME SPENT - Partner in family owned business that owns beach front condominiums for personal and rental purposes 4. 01/06/2014 - WEALTH ENHANCEMENT ADVISORY SERVICES, LLC - REGISTERED INVESTMENT ADVISOR - WEALTH ENHANCEMENT ADVISORY SERVICES, LLC - RIA PROVIDES ASSET MANAGEMENT AND FINANCIAL SERVICES - TIME SPENT 10% - ROCHESTER, MN 5. 09/18/2015 - Williamsons with WEG, LLC - NOT INV REL - 975 34TH AVE NW STE 250 ROCHESTER, MN 55901 - Business Entity For Tax/Investment Purposes Only - START 05/28/2015 - NO TIME SPENT - The business was required to be established as a holding company for wealth enhancement group holdings 6. All Original Playwright Theatre, Inc. - Non-Investment Related - Knoxville, TN - Board Member - Start Date: 05/2026 - 1 Hour Spent Per Month, 1 Hour Spent During Trading Hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-12 |
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