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Wealth Enhancement Advisory Services, LLC CRD 116407
$122B regulatory AUM 327 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-10-23 |
| NJ | RA | APPROVED | 2019-10-08 |
| LA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
10/2019 Wealth Enhancement Group DBA non-variable insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-08-08 |
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