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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-01-02 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
1241 John Q Hammons Dr Suite 100, Madison, WI 53717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sva Plumb Wealth Management, Llc | Madison | WI | 07/2013 | 12/2020 |
| Wealth Enhancement Group | Plymouth | MN | 01/2021 | Present |
| Wealth Enhancement Advisory Services | Plymouth | MN | 01/2021 | Present |
Wealth Enhancement Group DBA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-08 |
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