IB
IB

Isaac Barthelmess

2 Years of Experience
Plymouth, MN
Broker

Isaac Barthelmess is a registered investment advisor, based in Plymouth, MN, with 2 years of industry experience.

Location

505 N Highway 169, Suite 900, Plymouth, MN, 55441

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History

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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Other Business Activities

Isaac operates Wealth Enhancement Group as a DBA for his LPL business. He also provides administrative support to 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
April 2024 - Present · 2 yrs 1 mo
Wealth Enhancement Advisory Services, LLC
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
LPL Financial LLCBroker
August 2023 - June 2025 · 1 yr 10 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.
Isaac Barthelmess - Financial Advisor | TrueAdvisor