Robert Unkovic is a registered investment advisor, based in Plymouth, MN, with 41 years of industry experience.
Location
505 N Highway 169, Suite 900, Plymouth, MN, 55441
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Robert operates under the DBA Wealth Enhancement Group for his LPL business and provides investment advisory services through Wealth Enhancement Advisory Services LLC, an independent investment advisor firm. He dedicates about a quarter of his time to the advisory services.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
Wealth Enhancement Advisory Services, LLC
Previous Registrations
LPL Financial LLCBroker
Bpu Investment Management, INC.
Bpu Investment Management INC.Broker
Painewebber IncorporatedBroker
State Registrations21 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.