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Employer firm

Wealth Enhancement Advisory Services, LLC CRD 116407

$122B regulatory AUM 327 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars
  • ERISA 3(38) INVESTMENT MANAGER

From the firm’s Form ADV. Read the guides:

Current Employers
Wealth Enhancement Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2026-03-02
MO RA APPROVED 2026-03-02
TX RA APPROVED 2026-03-02
  • KS RA
    APPROVED
    Since 2026-03-02
  • MO RA
    APPROVED
    Since 2026-03-02
  • TX RA
    APPROVED
    Since 2026-03-02

Branch Locations

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

7500 College Blvd Suite 100, Overland Park, KS 66210 • 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
Ameritas Investment Company, Llc Lincoln NE 06/2006 02/2026
Ameritas Life Insurance Corp Lincoln NE 06/2006 02/2026
Tax Favored Benefits Overland Park KS 11/2002 02/2026
Ameritas Advisory Services, Llc Lincoln NE 11/2021 06/2023
Tfb Advisors, Llc Overland Park KS 08/2022 02/2026
Wealth Enhancement Group Overland Park KS 03/2026 Present
Wealth Enhancement Brokerage Services Overland Park KS 03/2026 Present
Wealth Enhancement Advisory Services Overland Park KS 03/2026 Present
  • 06/2006 → 02/2026
    Ameritas Investment Company, Llc
    Lincoln, NE
  • 06/2006 → 02/2026
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 11/2002 → 02/2026
    Tax Favored Benefits
    Overland Park, KS
  • 11/2021 → 06/2023
    Lincoln, NE
  • 08/2022 → 02/2026
    Overland Park, KS
  • 03/2026 → Present
    Wealth Enhancement Group
    Overland Park, KS
  • 03/2026 → Present
    Wealth Enhancement Brokerage Services
    Overland Park, KS
  • 03/2026 → Present
    Wealth Enhancement Advisory Services
    Overland Park, KS
Previous Registrations
  • 2022-08-02 → 2026-03-25
    Overland Park, KS
  • 2021-11-01 → 2023-06-30
    Overland Park, KS
  • 2006-06-30 → 2021-11-01
    Ameritas Investment Company, Llc
    Overland Park, KS
  • 2003-09-26 → 2006-06-30
    Carillon Investments, Inc.
    Overland Park, KS
    Overland Park, KS
Other Businesses

WEALTH ENHANCEMENT GROUP - INSURANCE AGENT - OVERLAND PARK, KS. FIXED INSURANCE/ANNUITY SALES AND SERVICE. 2 HOURS PER MONTH, 2 HOURS DURING TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-03-05
  • S66 Uniform Combined State Law Examination
    2003-03-05

View on SEC IAPD

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