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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-12-02 |
Branch Locations
571 Monon Blvd Suite 150, Carmel, IN 46032 • 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 |
|---|---|---|---|---|
| Metlife Securities Inc. | Indianapolis | IN | 01/2015 | 04/2017 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 04/2017 |
| Woodbury Financial Services Inc | Carmel | IN | 04/2017 | 01/2024 |
| Osaic Wealth, Inc. | Carmel | IN | 01/2024 | 11/2025 |
| Osaic Advisory Services | Atlanta | GA | 04/2025 | 11/2025 |
| Wealth Enhancement Group | Carmel | IN | 12/2025 | Present |
| Wealth Enhancement Advisory Services | Carmel | IN | 12/2025 | Present |
| Wealth Enhancement Brokerage Services | Carmel | IN | 12/2025 | Present |
WEALTH ENHANCEMENT ADVISORY SERVICES - CARMEL, IN. REGISTERED ADMIN. 10 HOURS PER MONTH, 10 HOURS DURING TRADING HOURS. WEALTH ENHANCEMENT GROUP - CARMEL, IN. INSURANCE. INFORM CLIENTS ABOUT FIXED INSURANCE OPTIONS. 1 HOUR PER MONTH, 0 HOURS DURING. TLJ AND TLJ REVOCABLE TRUST - CARMEL, IN. CO-TRUSTEE. 0 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS. INDIANA UNIVERSITY SIMON CANCER CENTER - INDIANAPOLIS, IN. MEMBER OF THE DEVELOPMENT BOARD. SUPPORTING DEVELOPMENT INITIATIVES. 1 HOUR PER MONTH, 0 HOURS DURING TRADING HOURS. F3+R, INC - CARMEL, IN. CHAIR OF THE BOARD OF DIRECTORS. FUNDRAISING FOR PRECISION MEDICINE RESEARCH. 2 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 1983-10-14 |
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