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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2014-03-04 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
New Brighton, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-01 |
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