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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-07-01 |
| FL | RA | APPROVED | 2022-04-05 |
| TX | RA | APPROVED | 2022-04-01 |
Branch Locations
1700 Town Plaza Ct, Winter Springs, FL 32708 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Management Concepts | Winter Park | FL | 04/1991 | 03/2022 |
| Wealth Enhancement Group | Mt Juliet | TN | 04/2022 | Present |
| Wealth Enhancement Advisory Services | Mt Juliet | TN | 04/2022 | Present |
1.) WEALTH ENHANCEMENT GROUP - DBA NAME FOR WEALTH ENHANCEMENT ADVISORY SERVICES - WINTER SPRINGS, FL - 0 HOURS PER MONTH 2.) NEW SMYRNA BEACH FIRE PENSION - NOT INVESTMENT RELATED - 210 SAMS AVENUE, NEW SMYRNA BEACH, FLORIDA - BOARD MEMBER - STARTED 05/11/2021 - 1 HOUR/MONTH, 1 HOUR SPENT DURING TRADING HOURS - BOARD IS RESPONSIBLE FOR ADMINISTERING THE FIREFIGHTERS PENSION FUND 3.) LCMS FOUNDATION - NOT INVESTMENT RELATED - 1333 S. KIRKWOOD ROAD, ST. LOUIS, MO - TRUSTEE - STARTED 01/2015 - 3 HOURS/MONTH, 3 HOURS SPENT DURING TRADING HOURS - ATTEND QUARTERLY MEETINGS WITH STAFF TO ENSURE THE FOUNDATION IS FOLLOWING ITS MISSION AND EFFECTIVELY STEWARDING RESOURCES
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-08-07 |
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