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Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
PLYMOUTH, MN | ST LOUIS, MO
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 | May 1, 2024 | n/a | yes | ST LOUIS, MO|PLYMOUTH, MN | Current employment |
| THE RETIREMENT GROUP, LLC | Former SEC adviser | Apr 9, 2019 | Jun 7, 2024 | no | st. louis, MO|SAN DIEGO, CA | Previous registration |
| BUTLER ASSOCIATES FINANCIAL PLANNERS, INC. | n/a | Feb 24, 2015 | Mar 19, 2019 | no | ST. LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THE RETIREMENT GROUP, LLC | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Jun 7, 2024 | May 1, 2024 | -37 | Firm change after gap | RIA to RIA |
| BUTLER ASSOCIATES FINANCIAL PLANNERS, INC. | THE RETIREMENT GROUP, LLC | Mar 19, 2019 | Apr 9, 2019 | 21 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 148296:116407:CA:2024-05-31 | Jun 7, 2024 | May 1, 2024 | SAN DIEGO, CA | Firm change after gap |