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Current Employers
Wealth Enhancement Advisory Services, Llc

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2014-03-04
  • MN RA
    APPROVED
    Since 2014-03-04

Branch Locations

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

New Brighton, MN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealth Enhancement Group Plymouth MN 12/2013 Present
Lpl Financial Llc Plymouth MN 01/2014 06/2025
Wealth Enhancement Brokerage Services Plymouth MN 01/2014 Present
Wealth Enhancement Advisory Services Plymouth MN 03/2014 Present
  • 12/2013 → Present
    Wealth Enhancement Group
    Plymouth, MN
  • 01/2014 → 06/2025
    Lpl Financial Llc
    Plymouth, MN
  • 01/2014 → Present
    Wealth Enhancement Brokerage Services
    Plymouth, MN
  • 03/2014 → Present
    Wealth Enhancement Advisory Services
    Plymouth, MN
Other Businesses

01/21/2014: Brian J. Vnak, LLC - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Tax prep for friends and family 01/21/2014: No Business Name - Real Estate Rental - Investment Related - At Reported Business Location(s) - No Time Spent - Ownership of Timshare Rental property 04/28/2014: Wealth Enhancement Adivory Services, LLC - Registered Investment Advisor - DBA: Wealth Enhancement Adivory Services, LLC - Investment Related - At Reported Business Location(s) - IAR 02/18/2015: wealth enhancement group - Non-Variable Insurance - Investment Related - 505 NORTH HWY 169, SUITE 900, PLYMOUTH, MN 55441 - Start 02/18/2015 - No Time Spent - Agent selling Life, Health, Disability, LTC, Fixed Annuities 07/25/2015: BV Holdings LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - 1675 Chatham Avenue, Arden Hills, MN 55112 - Start 05/15/2015 - No Time Spent 09/09/2016: Wealth Enhancement Tax & Consulting Services LLC - Tax Prep/Accounting/CPA - Not Investment Related - 23 Old Kings Hwy S, Suite 102, Darien, CT 06820 and 505 North Highway 169, Suite 900, Plymouth, MN 55441 - Start 06/01/2016 - 40 Hr/Mo; 40 Hour(s) During Securities Trading - basic tax prep 04/05/2022 - Wealth Enhancement Group, LLC - Investment Related - Insurance Agency - Employee - Start Date - 12/02/2013.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-03-01
  • S66 Uniform Combined State Law Examination
    2014-03-01
Designations

View on SEC IAPD

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