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Current Employers
Wealth Enhancement Advisory Services, Llc

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-10-23
NJ RA APPROVED 2019-10-08
LA RA APPROVED 2019-10-01
  • FL RA
    APPROVED
    Since 2019-10-23
  • NJ RA
    APPROVED
    Since 2019-10-08
  • LA RA
    APPROVED
    Since 2019-10-01

Branch Locations

25 Independence Blvd Suite 102, Warren, NJ 07059 • United States

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
American Economic Planning Group Watchung NJ 06/2002 10/2019
Wealth Enhancement Group Plymouth MN 10/2019 Present
Wealth Enhancement Advisory Services Plymouth MN 10/2019 Present
  • 06/2002 → 10/2019
    American Economic Planning Group
    Watchung, NJ
  • 10/2019 → Present
    Wealth Enhancement Group
    Plymouth, MN
  • 10/2019 → Present
    Wealth Enhancement Advisory Services
    Plymouth, MN
Previous Registrations
  • 2003-12-17 → 2019-10-02
    Aepg Wealth Strategies
    Watchung, NJ
    Warren, NJ
Other Businesses

10/2019 Wealth Enhancement Group DBA non-variable insurance

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-08-08
  • S65 Uniform Investment Adviser Law Examination
    2002-08-08
Designations
Other Names
  • Peter A Needham

View on SEC IAPD

Other Firms

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Other Offices

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