Teresa Lockbaum is a registered investment advisor, based in Plymouth, MN, with 6 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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Teresa operates her LPL business under the DBA Wealth Enhancement Group since 2022. This activity is investment-related.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLC
January 2023 - Present · 3 yrs 4 mos
Wealth Enhancement Brokerage Services, LLCBroker
January 2023 - Present · 3 yrs 4 mos
Wealth Enhancement Advisory Services, LLC
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
LPL Financial LLCBroker
December 2022 - June 2025 · 2 yrs 6 mos
Thrivent Advisor Network, LLC
June 2021 - August 2022 · 1 yr 2 mos
Purshe Kaplan Sterling InvestmentsBroker
June 2021 - November 2022 · 1 yr 5 mos
Thrivent Investment Management INC.
January 2020 - June 2021 · 1 yr 5 mos
Thrivent Investment Management INC.Broker
December 2019 - June 2021 · 1 yr 6 mos
State Registrations1 state
WI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.