Best Investors Account Sign in
Current Employers
Wealth Enhancement Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2023-06-01
TX RA APPROVED 2023-06-01
  • MN RA
    APPROVED
    Since 2023-06-01
  • TX RA
    APPROVED
    Since 2023-06-01

Branch Locations

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

14800 Galaxie Ave Suite 104, Apple Valley, MN 55124 • 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
Lpl Financial, Llc Apple Valley MN 11/2002 06/2025
Advisers' Pride, Inc Apple Valley MN 01/2017 10/2022
Gateway Financial Partners, Llc Apple Valley MN 10/2022 05/2023
Wealth Enhancement Group Apple Valley MN 06/2023 Present
Wealth Enhancement Advisory Services Apple Valley MN 06/2023 Present
Wealth Enhancement Brokerage Services Apple Valley MN 06/2023 Present
  • 11/2002 → 06/2025
    Apple Valley, MN
  • 01/2017 → 10/2022
    Advisers' Pride, Inc
    Apple Valley, MN
  • 10/2022 → 05/2023
    Gateway Financial Partners, Llc
    Apple Valley, MN
  • 06/2023 → Present
    Wealth Enhancement Group
    Apple Valley, MN
  • 06/2023 → Present
    Wealth Enhancement Advisory Services
    Apple Valley, MN
  • 06/2023 → Present
    Wealth Enhancement Brokerage Services
    Apple Valley, MN
Previous Registrations
Other Businesses

1. 01/31/2003 - NON-VARIABLE INSURANCE - OUTSIDE SALES OF NON-VARIABLE INSURANCE. - APPLE VALLEY, MN. 2. 8/24/2020 - No Business Name - Investment Related - Home Based - Real Estate Rental - Start Date: 8/18/2020 - 4 Hours Per Month/0 Hours During Securities Trading 3. 06/27/2023 - Wealth Enhancement Advisory Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date 06/01/2023 - 40 Hours Per Month/ 30 Hours During Securities Trading - I provide investment advisory services through Wealth Enhancement Advisory Services, an independent investment advisor firm. I started this business activity in 06/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-05-20
S63 Uniform Securities Agent State Law Examination 1988-09-01
  • S65 Uniform Investment Adviser Law Examination
    1999-05-20
  • S63 Uniform Securities Agent State Law Examination
    1988-09-01
Designations

View on SEC IAPD

More in Plymouth, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor