Gregory Rolfes is a registered investment advisor, based in Plymouth, MN, with 26 years of industry experience.
Location
505 N Highway 169, Suite 900, Plymouth, MN, 55441
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gregory is a CPA providing tax preparation and accounting services, dedicating about half of his time. 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
Wealth Enhancement Advisory Services, LLC
Previous Registrations
LPL Financial LLCBroker
Osaic Wealth, INC.Broker
The Retirement Group, LLC
Butler Associates Financial Planners, INC.
Fsc Securities CorporationBroker
Franklin Financial Services CorporationBroker
State Registrations25 states
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