Anita Buerkle is a registered investment advisor, based in Plymouth, MN, with 34 years of industry experience.
Location
505 N Highway 169, Suite 900, Plymouth, MN, 55441
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Regulatory History
Clean regulatory record
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.
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Anita operates under the DBA Wealth Enhancement Group for her LPL business. This activity is investment-related.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
March 2020 - Present · 6 yrs 2 mos
Wealth Enhancement Advisory Services, LLC
March 2020 - Present · 6 yrs 2 mos
Previous Registrations
LPL Financial LLCBroker
March 2020 - June 2025 · 5 yrs 3 mos
Bpu Investment Management INC.Broker
September 2007 - March 2020 · 12 yrs 6 mos
Bpu Investment Management, INC.
September 2007 - March 2020 · 12 yrs 6 mos
Janney Montgomery Scott LLC
June 2005 - September 2007 · 2 yrs 3 mos
Janney Montgomery Scott LLCBroker
June 2005 - September 2007 · 2 yrs 3 mos
Parker/hunter Incorporated
April 2005 - June 2005 · 2 mos
Parker/hunter IncorporatedBroker
December 1993 - June 2005 · 11 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1991 - November 1993 · 2 yrs 4 mos
State Registrations22 states
AZCACODEFLGALAMDMIMNMTNCNJNYOHPARISCTXVAWAWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.