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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-12-20 |
| TX | RA | APPROVED | 2017-12-02 |
Branch Locations
165 Wells Rd Suite 407, Orange Park, FL 32073 • 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 |
|---|---|---|---|---|
| John B. Linge Jr, Life Insurance | Orange Park | FL | 01/1988 | 11/2017 |
| Cpa Retirement Planning, Inc. | Orange Park | FL | 10/1992 | Present |
| Jpl Realty Llc | Orange Park | FL | 10/2007 | 11/2017 |
| National Planning Corporation | Orange Park | FL | 06/2011 | 11/2017 |
| Lpl Financial Llc | Orange Park | FL | 11/2017 | 06/2025 |
| Wealth Enhancement Advisory Services | Orange Park | FL | 12/2017 | Present |
| Wealth Enhancement Brokerage Services | Orange Park | FL | 12/2017 | Present |
1. 1/4/2018 - Wealth Enhancement Advisory Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 12/01/2017 - 80 Hours Per Month During Securities Trading - I provide investment advisory services through Wealth Enhancement Advisory Services, an independent investment advisor firm. I started this business activity on 1/4/2018. I expect to spend approximately 80 hours/month on this activity. Please see the advisory firms 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. 2. 2/21/2018 - Wealth Enhancement Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 12/01/2017 - 5 Hours Per Month During Securities Trading 3. 5/15/2019 - CPA RETIREMENT PLANNING INC KNA Linge Asset Management, Inc. - DBA: CPA RETIREMENT PLANNING INC - Investment Related - 165 Wells Road, Suite 407, Orange Park, FL 32073 - Real Estate Rental - PRESIDENT/OWNER - Start Date: 12/01/2017 - 10 Hours Per Month/10 Hours During Securities Trading 4. 09/06/2023 - JPL REALTY, LLC - Real Estate Rental - Investment Related - Middleburg, FL - Start Date 06/08/2006 - 1 Hour Per Month/ 0 Hours During Trading 5. 09/06/2023 - JPL Realty Three, LLC - Real Estate Rental - Investment Related - Fleming Island, FL - Start Date 03/15/2019 - 1 Hour Per Month/ 0 Hours During Trading 6. 09/06/2023 - LCM REALTY, LLC - Real Estate Rental - Investment Related - St Augustine, FL - Start Date 01/05/2006 - 1 Hour Per Month/ 0 Hours During Trading 7. 03/28/2024 - Linge Asset Management, Inc. - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home Based - Start Date 10/28/1996 - 20 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-09-22 |
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