George Koeltl is a CFP-designated registered investment advisor, based in Plymouth, MN, with 28 years of industry experience.
Location
505 N Highway 169, Suite 900, Plymouth, MN, 55441
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Regulatory History (3)
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Customer Dispute
April 2002Closed-No Action
Customer Dispute
November 2001Denied
Customer Dispute
April 2000Closed-No Action
Other Business Activities
George operates Wealth Enhancement Group as a DBA for his LPL business. He also provides investment advisory services through Wealth Enhancement Advisory Services LLC, an independent investment advisor firm, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
January 2026 - Present · 4 mos
Wealth Enhancement Advisory Services, LLC
January 2026 - Present · 4 mos
Previous Registrations
Wealth Enhancement Advisory Services, LLC
March 2021 - December 2025 · 4 yrs 9 mos
Wealth Enhancement Brokerage Services, LLCBroker
March 2021 - December 2025 · 4 yrs 9 mos
LPL Financial LLCBroker
March 2021 - June 2025 · 4 yrs 3 mos
Triad Advisors LLCBroker
May 2012 - March 2021 · 8 yrs 10 mos
Reby Advisors, LLC
August 2005 - March 2021 · 15 yrs 7 mos
Royal Alliance Associates, INC.Broker
January 2005 - May 2012 · 7 yrs 4 mos
UBS Financial Services INC.
June 2001 - January 2005 · 3 yrs 7 mos
UBS Financial Services INC.Broker
October 2000 - January 2005 · 4 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1997 - November 2000 · 3 yrs 5 mos
State Registrations19 states
AZCACTDEFLMAMENCNHNJNVNYOHPARISCTXVAWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.