Merissa Mccuen is a CFP-designated registered investment advisor, based in Plymouth, MN, with 9 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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Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
October 2024 - Present · 1 yr 7 mos
Wealth Enhancement Brokerage Services, LLC
October 2024 - Present · 1 yr 7 mos
Wealth Enhancement Advisory Services, LLC
October 2024 - Present · 1 yr 7 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
August 2023 - October 2024 · 1 yr 2 mos
J.P. Morgan Securities LLC
August 2023 - October 2024 · 1 yr 2 mos
Fidelity Personal and Workplace Advisors
July 2018 - August 2023 · 5 yrs 1 mo
Strategic Advisers LLC
October 2017 - July 2018 · 9 mos
Fidelity Brokerage Services LLCBroker
October 2016 - July 2023 · 6 yrs 9 mos
State Registrations1 state
WI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.