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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2013-11-15 |
| TX | RA | APPROVED | 2013-11-15 |
Branch Locations
100 Pierce Rd Suite 105, Itasca, IL 60143 • 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 |
|---|---|---|---|---|
| Dhc Realty Llc | Itasca | IL | 01/2000 | Present |
| Wealth Enhancement Group | Itasca | IL | 11/2013 | Present |
| Lpl Financial Llc | Itasca | IL | 11/2013 | 06/2025 |
| Wealth Enhancement Brokerage Services | Plymouth | MN | 11/2013 | Present |
| Wealth Enhancement Advisory Services | Plymouth | MN | 11/2013 | Present |
1) 11/15/2013 - DHC REALTY - REAL ESTATE -OWNER-100 PIERCE RD ITASCA, IL 2) 11/15/2013 - NON-VARIABLE INSURANCE DBA - WEALTH ENHANCEMENT GROUP - SELLS FIXED ANNUITIES, INSURANCE, DISABILITY, LTC - ITASCA, IL 60143 3) 09/18/2015 * Summit Wealth Advisors, LLC * Business Entity For Tax/Investment Purposes Only * INV REL * 100 PIERCE RD, STE 105 ITASCA, IL 60143 * Summit Wealth Advisors, LLC 2/22/2000 Business Entity For tax/investment purposes only. The business was required to be established as a holding company for wealth enhancement group holdings (WEGH) ownership interest. WEGH is the parent company of the DBA for, Wealth Enhancement Group. Non-compensated. 0 time invested. * START 02/22/2000 4) 1/29/2021 - Wealth Enhancement Advisory Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 11/15/2013 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through WEAS, an independent investment advisor firm. I started this business activity in 1/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 1990-02-09 |
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