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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-02-02 |
Branch Locations
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 |
|---|---|---|---|---|
| Cambridge Investment Research Inc. | Fairfield | IA | 09/2022 | 01/2026 |
| The Dow Chemical Company | Midland | MI | 12/2019 | 08/2022 |
| The Dow Chemical Company | Midland | MI | 08/2018 | 12/2019 |
| Nexteer Automotive | Saginaw | MI | 01/2017 | 08/2018 |
| Westside Decorating Center | Saginaw | MI | 08/2015 | 01/2017 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2023 | 01/2026 |
| Wealth Enhancement Brokerage Services | Midland | MI | 02/2026 | Present |
| Wealth Enhancement Group | Midland | MI | 02/2026 | Present |
| Wealth Enhancement Advisory Services | Midland | MI | 02/2026 | Present |
1. HOLY CROSS LUTHERAN CHURCH - SECRETARY - NON-INVESTMENT RELATED - SAGINAW, MI - START DATE 01/2025 - 4 HOURS SPENT PER MONTH WITH 0 HOURS DURING TRADING. VOLUNTEER POSITION ATTENDING MONTHLY MEETINGS. 2. VALLEY LUTHERAN HIGH SCHOOL FOUNDATION BOARD - TREASURER - SAGINAW, MI - START DATE 06/2025 - 1 HOURS SPENT PER MONTH WITH 0 HOURS DURING TRADING - VOLUNTEER ROLE, ATTENDS QUARTERLY MEETINGS. 3. WEALTH ENHANCEMENT ADVISORY SERVICES LLC - START DATE 02/02 - MIDLAND, MI - REGISTERED INVESTMENT ADVISOR - INVESTMENT ADVISORY SERVICES - 160 HOURS SPENT PER MONTH WITH 8 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-21 |
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