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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-03-02 |
| TX | RA | APPROVED | 2020-03-02 |
Branch Locations
11 Stanwix St Suite 2310, Pittsburgh, PA 15222 • 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 |
|---|---|---|---|---|
| Bpu Investment Management Inc. | Pittsburgh | PA | 03/1997 | 01/2020 |
| Lpl Financial Llc | Pittsburgh | PA | 01/2020 | 06/2025 |
| Wealth Enhancement Group | Plymouth | MN | 03/2020 | Present |
| Wealth Enhancement Advisory Services, Llc | Pittsburgh | MN | 03/2020 | Present |
| Wealth Enhancement Brokerage Services | Plymouth | MN | 03/2020 | Present |
1) 1/2010 - Other - Develop and deliver Continuing Legal Education to attorneys - 5% - 4596 Dogwood Lane, Murrysville, PA 15668 2) 1/2018 - Other - Speaking - Investment Related - 0% - 4596 Dogwood Lane Murrysville, PA 15668 3) 3/12/2020 - WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 3/2/2020 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 3/2020. 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. 4. 1/13/2022 - American College of Financial Services - Not Investment Related - 630 Allendale Road, Suite 400, King of Prussia, PA 19406 - Outside/W-2 Employment - Consultant - Started 03/01/2022 - 2 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 1986-08-22 |
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