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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-06-29 |
| TX | RA | APPROVED | 2022-06-29 |
| IL | RA | APPROVED | 2013-11-15 |
Branch Locations
100 Pierce Rd Suite 105, Itasca, IL 60143 • 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 |
|---|---|---|---|---|
| Wealth Enhancement Group | Plymouth | MN | 11/2013 | Present |
| Lpl Financial Llc | Itasca | IL | 11/2013 | 06/2025 |
| Wealth Enhancement Brokerage Services | Plymouth | MN | 11/2013 | Present |
| Wealth Enhancement Advisory Services | Plymouth | MN | 11/2013 | Present |
1. 11/15/2013 - WEALTH ENHANCEMENT GROUP -NON-VARIABLE INSURANCE DBA - PLYMOUTH,MN. 2. 9/1/2015: Siewert Family, LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 05/28/2015 - 0 Hours Per Month. 3. 1/29/2021 - Wealth Enhancement Advisory Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 01/01/2021 - 40 Hours Per Month/40 Hours During Securities Trading - I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 1/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-15 |
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