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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2019-04-01 |
Branch Locations
3071 Voyager Dr Suite A, Green Bay, WI 54311 • 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 |
|---|---|---|---|---|
| Summit Planning Group | Green Bay | WI | 02/2014 | 04/2019 |
| Wealth Enhancement Group | Plymouth | MN | 04/2019 | Present |
| Wealth Enhancement Advisory Services | Plymouth | MN | 04/2019 | Present |
04/01/2019-Wealth Enhancement Group DBA Non-Variable insurance. CORNERSTONE COMMUNITY ICE CENTER – NOT INVESTMENT RELATED – ASHWAUBENON, WI – DIRECTOR – START DATE: 05/2026 – 1 HOUR SPENT PER MONTH, 0 HOURS SPENT DURING SECURITIES TRADING HOURS. BROWN COUNTY ICE MANAGEMENT – NOT INVESTMENT RELATED – ASHWAUBENON, WI - REGULAR DIRECTOR – START DATE: 05/2026 - 1 HOUR SPENT PER MONTH, 0 HOURS SPENT DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-15 |
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