Corey Purkat is a CFP-designated registered investment advisor, based in Plymouth, MN, with 17 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.
Learn about disclosures →Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
March 2022 - Present · 4 yrs 6 mos
Wealth Enhancement Advisory Services, LLC
February 2022 - Present · 4 yrs 7 mos
Previous Registrations
LPL Financial LLCBroker
March 2022 - December 2023 · 1 yr 9 mos
Origin Financial
June 2021 - November 2021 · 5 mos
Purkat Financial
January 2020 - December 2021 · 1 yr 11 mos
Purkat Financial
January 2016 - July 2019 · 3 yrs 6 mos
Bronfman E.L. Rothschild, L.P.
April 2015 - October 2015 · 6 mos
Transamerica Financial Advisors, INC.
November 2013 - March 2015 · 1 yr 4 mos
Transamerica Financial Advisors, INCBroker
May 2013 - March 2015 · 1 yr 10 mos
Securian Financial Services, INC.Broker
June 2012 - April 2013 · 10 mos
Adp Broker-Dealer, INC.Broker
January 2008 - March 2012 · 4 yrs 2 mos
First Investors CorporationBroker
June 2007 - December 2007 · 6 mos
State Registrations1 state
MN
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.