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Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
GREEN BAY, WI | PLYMOUTH, 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 ENHANCEMENT ADVISORY SERVICES, LLC | Bd affiliated wealth | Apr 1, 2019 | n/a | yes | GREEN BAY, WI|PLYMOUTH, MN | Current employment |
| SUMMIT PLANNING GROUP LLC | Former SEC adviser | Jun 3, 2014 | Apr 5, 2019 | no | GREEN BAY, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SUMMIT PLANNING GROUP LLC | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Apr 5, 2019 | Apr 1, 2019 | -4 | Firm change | RIA to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 139519:116407:WI:2019-04-05 | Apr 5, 2019 | Apr 1, 2019 | GREEN BAY, WI | Firm change |