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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-12-08 |
Branch Locations
10151 Carver Rd Suite 100, Cincinnati, OH 45242 • 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 |
|---|---|---|---|---|
| Lm Kohn & Company | Cincinnati | OH | 08/2016 | 12/2025 |
| Wealth Enhancement Group | Cincinnati | OH | 12/2025 | Present |
| Wealth Enhancement Brokerage Services | Cincinnati | OH | 12/2025 | Present |
| Wealth Enhancement Advisory Services | Cincinnati | OH | 12/2025 | Present |
WEALTH ENHANCEMENT ADVISORY SERVICES - CINCINNATI, OH - INVESTMENT ADVISOR REPRESENTATIVE. PROVIDE INVESTMENT ADVICE FOR A FEE. 250 HOURS PER MONTH, 150 DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-05-02 |
| S65 | Uniform Investment Adviser Law Examination | 2017-05-17 |
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