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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2022-07-01 |
Branch Locations
1210 Jordan St Suite 3, North Liberty, IA 52317 • 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 |
|---|---|---|---|---|
| Hawkins Wealth Management | North Liberty | IA | 11/2014 | 06/2022 |
| Lpl Financial | North Liberty | IA | 01/2015 | 12/2017 |
| Wealth Enhancement Advisory Services | North Liberty | IA | 07/2022 | Present |
| Wealth Enhancement Group | North Liberty | IA | 07/2022 | Present |
1. RONALD MCDONALD HOUSE - NOT INVESTMENT RELATED - 730 HAWKINS DRIVE, IOWA CITY, IA 52246 - CO-TREASURER - STARTED 01/2018 - 2 HOURS SPENT PER MONTH, 0 HOURS SPENT DURING TRADING. 2. RONALD MCDONALD HOUSE CHARITIES EIWI - NOT INVESTMENT RELATED - IOWA CITY, IA - BOARD CHAIRPERSON - STARTED 10/2023 - 5 HOURS SPENT PER MONT, 0 HOURS SPENT DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-13 |
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