David Lewis is a CFA-designated registered investment advisor, based in Plymouth, MN, with 13 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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David is involved in several business activities, including real estate rental through Lewis Asset Management LLC and BKD Capital LLC, and consulting through Coleman Research Group. He also provides investment advisory services through Wealth Enhancement Advisory Services LLC, dedicating nearly full-time hours to this.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
Wealth Enhancement Advisory Services, LLC
Previous Registrations
LPL Financial LLCBroker
Fintrust Capital Advisors, LLC
Fintrust Brokerage Services, LLCBroker
Fintrust Investment Advisory Services, LLC
State Registrations7 states
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