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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-12-08 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
209 Franklin St Suite 100, Cedar Falls, IA 50613 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| L.M. Kohn & Company | Cincinnati | OH | 05/2013 | 12/2025 |
| Financial Designs, Llc | Cedar Falls | IA | 05/2013 | 12/2025 |
| Paradigm Benefits | Waverly | IA | 05/2013 | 12/2025 |
| M.H. Group Llc | Cedar Falls | IA | 07/2015 | 09/2019 |
| Financial Designs Wealth Advisors, Llc | Cedar Falls | IA | 08/2017 | 12/2025 |
| Woodland Creek, Inc | Cedar Falls | IA | 02/2015 | 12/2019 |
| Wealth Enhancement Group | Cedar Falls | IA | 12/2025 | Present |
| Wealth Enhancement Advisory Services | Cedar Falls | IA | 12/2025 | Present |
| Wealth Enhancement Brokerage Services | Cedar Falls | IA | 12/2025 | Present |
WEALTH ENHANCEMENT ADVISORY SERVICES - INVESTMENT ADVISOR REPRESENTATIVE - CEDAR FALLS, IA. PROVIDE INVESTMENT ADVICE FOR A FEE. 80 HOURS PER MONTH, 60 HOURS DURING TRADING HOURS. WEALTH ENHANCEMENT GROUP - INSURANCE AGENT - CEDAR FALLS, IA. SALES AND SERVICING OF FIXED INSURANCE/FIXED ANNUITIES. 40 HOURS PER MONTH, 40 HOURS DURING TRADING HOURS. FINANCIAL DESIGNS, LLC - OWNER/PARTNER - CEDAR FALLS, IA. SERVICING PREVIOUSLY SOLD INSURANCE PRODUCTS. 80 HOURS PER MONTH, 60 DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-10 |
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