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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2020-02-14 |
| CT | RA | APPROVED | 2016-06-02 |
| LA | RA | APPROVED | 2016-06-02 |
| TX | RA | APPROVED | 2016-06-02 |
Branch Locations
23 Old Kings Hwy S Suite 102, Darien, CT 06820 • 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 Advisory Services | Plymouth | MN | 06/2016 | Present |
| Wealth Enhancement Group | Plymouth | MN | 06/2016 | Present |
1. Wealth Enhancement Group, LLC 06/01/2016. DBA 2. Investment Advisory Council Treasurer CT State pensions. Board member. 3.Wealth Enhancement Tax and Consulting Services. 6/1/2016. Old King's Highway South, Ste. 102 Darien, CT 06820. Provide tax preparation and consulting. Not investment-related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-01-11 |
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