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Matt John Roehr

Wealth Enhancement Advisory Services, LLC

Plymouth, MN

Lake Oswego, OR

CRD 1882121

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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
OR RA APPROVED 2025-01-02
WA RA APPROVED 2025-01-02
  • OR RA
    APPROVED
    Since 2025-01-02
  • WA RA
    APPROVED
    Since 2025-01-02

Branch Locations

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

5 Centerpointe Dr Suite 270, Lake Oswego, OR 97035 • 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
Northwest Investment Counselors Llc Lake Oswego OR 05/1998 12/2024
Wealth Enhancement Group Lake Oswego OR 01/2025 Present
Wealth Enhancement Advisory Services Lake Oswego OR 01/2025 Present
  • 05/1998 → 12/2024
    Northwest Investment Counselors Llc
    Lake Oswego, OR
  • 01/2025 → Present
    Wealth Enhancement Group
    Lake Oswego, OR
  • 01/2025 → Present
    Wealth Enhancement Advisory Services
    Lake Oswego, OR
Previous Registrations
  • 2023-11-20 → 2025-01-13
    Northwest Investment Counselors
    Lake Oswego, OR
  • 1998-05-19 → 2023-11-20
    Northwest Investment Counselors
    Lake Oswego, OR
    Lake Oswego, OR
Designations
  • Chartered Financial Analyst
Other Names
  • Matthew John Nicol Roehr

View on SEC IAPD

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