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David Tulig

Wealth Enhancement Advisory Services, LLC

Green Bay, WI

Plymouth, MN

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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
WI RA APPROVED 2019-04-01
  • WI RA
    APPROVED
    Since 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

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
Summit Planning Group Green Bay WI 08/2013 04/2019
Wealth Enhancement Group Plymouth MN 04/2019 Present
Wealth Enhancement Advisory Services Plymouth MN 04/2019 Present
  • 08/2013 → 04/2019
    Summit Planning Group
    Green Bay, WI
  • 04/2019 → Present
    Wealth Enhancement Group
    Plymouth, MN
  • 04/2019 → Present
    Wealth Enhancement Advisory Services
    Plymouth, MN
Previous Registrations
  • 2014-06-03 → 2019-04-05
    Summit Planning Group Llc
    Green Bay, WI
  • 2014-02-21 → 2014-12-31
    Lpl Financial Llc
    Green Bay, WI
Other Businesses

4/1/2019 Wealth Enhancement Group DBA non-variable insurance.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-02-08
S63 Uniform Securities Agent State Law Examination 2013-09-28
  • S65 Uniform Investment Adviser Law Examination
    2014-02-08
  • S63 Uniform Securities Agent State Law Examination
    2013-09-28
Designations
Other Names
  • David A Tulig
  • David Anthony Tulig

View on SEC IAPD

Other Firms

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MELOTTE FINANCIAL ADVISORS
ONELEGACY ADVISORS, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
J.P. MORGAN SECURITIES LLC
BARINGTON CAPITAL MANAGEMENT, LLC
HARBOUR INVESTMENTS, INC.
OSAIC WEALTH, INC.

Other Investors

CHRISTOPHER LEE FEUTZ
MONTANA MORGAN TILLMANN
MARK BRIAN PIPER
Zachary Mano Gilson
MARK ANDREW ENGLES
TIMOTHY ARNOLD BENES
Cal David Jensen
KENNETH JOSEPH MELOTTE

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · GREEN BAY, WI
MELOTTE FINANCIAL ADVISORS · GREEN BAY, WI
ONELEGACY ADVISORS, LLC · GREEN BAY, WI
THRIVENT INVESTMENT MANAGEMENT INC. · Green Bay, WI
J.P. MORGAN SECURITIES LLC · GREEN BAY, WI
AMERIPRISE FINANCIAL SERVICES, LLC · GREEN BAY, WI
BARINGTON CAPITAL MANAGEMENT, LLC · GREEN BAY, WI
HARBOUR INVESTMENTS, INC. · GREEN BAY, WI

More in Green Bay, WI

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