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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-05-18 |
| TX | RA | APPROVED_RES | 2026-05-18 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
7500 College Blvd Suite 100, Overland Park, KS 66210 • 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 |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 05/2012 | 05/2026 |
| Pegasus Capital Management, Inc. | Overland Park | KS | 05/2012 | 05/2026 |
| Wealth Enhancement Group | Overland Park | KS | 05/2026 | Present |
| Wealth Enhancement Advisory Services | Overland Park | KS | 05/2026 | Present |
| Wealth Enhancement Brokerage Services | Overland Park | KS | 05/2026 | Present |
WEALTH ENHANCEMENT ADVISORY SERVICES - INVESTMENT ADVISOR REPRESENTATIVE - OVERLAND PARK, KS. PROVIDE INVESTMENT ADVICE FOR A FEE. 160 HOURS PER MONTH, 128 HOURS DURING TRADING HOURS. WEALTH ENHANCEMENT GROUP - INSURANCE AGENT - OVERLAND OARK, KS. OCCASIONAL SALES AND SERVICING OF FIXED INSURANCE AND ANNUITIES. 1 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS. KU MEDICAL CENTER CANCER PARTNERS – NOT INVESTMENT RELATED – WESTWOOD, KS - ADVISORY BOARD MEMBER – START DATE: 12/2014 – 1 HOUR SPENT PER MONTH, 0 HOURS SPENT DURING TRADING HOURS. KANSAS UNIVERSITY EDWARDS CAMPUS – INVESTMENT RELATED – OVERLAND PARK, KS - ADVISORY BOARD MEMBER – START DATE: 11/2013 – 1 HOUR SPENT PER MONTH, 0 HOURS SPENT DURING TRADING HOURS. KANSAS UNIVERSITY ENDOWMENT ASSOC – INVESTMENT RELATED – LAWRENCE, KS – TRUSTEE – START DATE: 08/2019 - 2 HOURS SPENT PER MONTH, 0 HOURS SPENT DURING TRADING HOURS. CATHOLIC DIOCESE OF KANSAS CITY - ST JOSEPH – INVESTMENT RELATED – KANSAS CITY, MO – INVESTMENT COMMITTEE MEMBER - START DATE: 10/2016 - 1 HOUR SPENT PER MONTH, 0 HOURS SPENT DURING TRADING HOURS. JWG IRREV GRANTOR TRUST- INVESTMENT RELATED – LEAWOOD, KS – TRUSTEE – START DATE: 12/2018 - 1 HOUR SPENT PER MONTH, 1 HOUR SPENT DURING TRADING HOURS. RENTAL PROPERTY – NOT INVESTMENT RELATED – ROELAND PARK, KS – OWNER – START DATE: 06/2025 – 2 HOURS SPENT PER MONTH, 0 HOURS SPENT DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-10-02 |
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