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Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
PLYMOUTH, MN | PORTLAND, OR
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Bd affiliated wealth | Mar 2, 2026 | n/a | yes | PORTLAND, OR|PLYMOUTH, MN | Current employment |
| THE H GROUP, INC. | Former SEC adviser | May 18, 2018 | May 14, 2026 | no | PORTLAND, OR | Previous registration |
| NORTHWEST CAPITAL MANAGEMENT INC. | Institutional manager | Oct 18, 2012 | Sep 8, 2014 | no | LAKE OSWEGO, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THE H GROUP, INC. | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | May 14, 2026 | Mar 2, 2026 | -73 | Firm change after gap | RIA to ibd |
| NORTHWEST CAPITAL MANAGEMENT INC. | THE H GROUP, INC. | Sep 8, 2014 | May 18, 2018 | 1,348 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 106801:116407:OR:2026-05-13 | May 14, 2026 | Mar 2, 2026 | PORTLAND, OR | Firm change after gap |