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706 N Main St, Ofallon, MO 63366 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-05-07 |
| MT | RA | APPROVED | 2026-05-07 |
| WI | RA | APPROVED | 2025-09-10 |
| MO | RA | APPROVED | 2025-07-24 |
Branch Locations
Brookfield, WI • United States
706 N Main St, Ofallon, MO 63366 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sva Wealth Management, Llc | Brookfield | WI | 12/2014 | 07/2017 |
| Sva Wealth Management, Llc | Brookfield | WI | 07/2017 | 12/2020 |
| Wealth Enhancement Group | Plymouth | MN | 01/2021 | 07/2025 |
| Wealth Enhancement Advisory Services | Plymouth | MN | 01/2021 | 07/2025 |
| Core Planning Llc | Ofallon | MO | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-11-18 |
| S65 | Uniform Investment Adviser Law Examination | 2013-10-24 |
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