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Advisor at WEALTH PLANNING GROUP LLC
MINNETONKA, MN
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 PLANNING GROUP LLC | State registered | Nov 25, 2015 | n/a | yes | MINNETONKA, MN | Current employment |
| STRATEGIC ADVISERS LLC | National bd RIA | Dec 17, 2013 | Oct 23, 2015 | no | EDINA, MN | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Apr 3, 2006 | Jun 26, 2009 | no | COVINGTON, KY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | WEALTH PLANNING GROUP LLC | Oct 23, 2015 | Nov 25, 2015 | 33 | Firm change | Ibd to state RIA |