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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2019-04-01 |
Branch Locations
3071 Voyager Dr Suite A, Green Bay, WI 54311 • 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 |
|---|---|---|---|---|
| Summit Planning Group Llc | Green Bay | WI | 12/2005 | 04/2019 |
| Summit Planning Group Llc | Green Bay | WI | 04/2006 | 04/2019 |
| Wealth Enhancement Group | Plymouth | MN | 04/2019 | Present |
| Wealth Enhancement Advisory Services | Plymouth | MN | 04/2019 | Present |
11/19/2002 - REAL ESTATE RENTAL / ALL DEVELOPMENT, LLC 07/12/2007 - COMMERCIAL REAL ESTATE DEVELOPMENT / ALL DEVELOPMENT / 5% OF TIME SPENT. 03/14/2008 - OTHER-BUSINESS ENTITY FOR ACCOUNTING PURPOSES / ACH INVESTMENTS, INC. BROWN COUNTY ICE MANAGEMENT - NOT INVESTMENT RELATED - 1640 FERNANDO DRIVE, ASHWAUBENON, WI 54115 - VICE PRESIDENT - STARTED 04/01/1998 - 3 HOURS/MONTH, 0 HOURS SPENT DURING TRADING HOURS - BOARD POSITION TO MANAGE TWO LOCAL ICE RINKS. BREAKWATER POINT CONDO ASSOCIATION – NON-INVESTMENT RELATED - MACKINAC ISLAND, MI – PRESIDENT - START DATE: 08/2026 – 1 HOURS SPENT PER MONTH, 0 HOURS SPENT DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-01-15 |
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