Best Investors
Account
Sign in
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-07-02 |
Branch Locations
30 Liberty Blvd Suite 200, Malvern, PA 19355 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hoover Financial Advisors, Pc | Malvern | PA | 01/2005 | 06/2021 |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2013 | 06/2021 |
| Lpl Financial, Llc | Malvern | PA | 06/2021 | Present |
| Wealth Enhancement Group | Plymouth | MN | 07/2021 | Present |
| Wealth Enhancement Advisory Services, Llc | Plymouth | MN | 07/2021 | Present |
| Wealth Enhancement Brokerage Services | Plymouth | MN | 07/2021 | Present |
1. 7/1/2021 - WEALTH ENHANCEMENT GROUP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 7/13/2021 - WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 7/1/2021 - 150 Hours Per Month - Time Spent 95% - I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 7/2021. I expect to spend approximately 150 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.advisernfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-03-19 |
Reach out to this advisor