Best Investors
Account
Sign in
Best Investors
Account
Sign in
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2024-12-04 |
| TX | RA | APPROVED | 2024-12-02 |
Branch Locations
500 Virginia St E Suite 1200, Charleston, WV 25301 • 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 |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Charleston | WV | 03/2009 | 05/2022 |
| City National Bank | Charleston | WV | 07/2018 | 05/2022 |
| Lpl Financial Llc | Charleston | WV | 06/2022 | 06/2025 |
| Wealth Enhancement Group | Charleston | WV | 12/2024 | Present |
| Wealth Enhancement Advisory Services | Charleston | WV | 12/2024 | Present |
| Wealth Enhancement Brokerage Services | Charleston | WV | 12/2024 | Present |
1. 12/01/2024 - WEALTH ENHANCEMENT ADVISORY SERVICES, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 12/01/2024 - 35 Hours Per Month - Time Spent 95% - I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 12/2024. I expect to spend approximately 35 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 | 1992-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 1986-08-07 |
Reach out to this advisor