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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-18 |
| CO | RA | APPROVED | 2023-07-05 |
| TX | RA | APPROVED_RES | 2023-07-05 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
7800 E Union Ave Suite 450, Denver, CO 80237 • United States
Franktown, CO • United States
La Quinta, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Denver | CO | 05/2001 | 06/2025 |
| Ryan Financial Inc. | Denver | CO | 01/2000 | 06/2023 |
| Ryan Financial, Inc. | Denver | CO | 01/2019 | 06/2023 |
| Wealth Enhancement Group | Denver | CO | 07/2023 | Present |
| Wealth Enhancement Advisory Services | Denver | CO | 07/2023 | Present |
| Wealth Enhancement Brokerage Services | Denver | CO | 07/2023 | Present |
1. 11/12/2003 - REAL ESTATE RENTAL - INV REL - RYAN INVESTMENT PROPERTIES - RENTAL UNIT. 2. 9/16/2005 - NON-VARIABLE INSURANCE - FIXED INSURANCE PRODUCTS. - DENVER, CO. 3. 07/23/2013 - ACT IN A FIDUCIARY CAPACITY - TRUSTEE FOR THE AARON LEHMAN TRUST. --- AARON LEHMAN IS MY COUSIN. 4. 12/1/2023: Wealth Enhancement Advisory Services; At reported business location(s); Inv. related; start date 7/1/2023: 160hrs/mo. during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 1989-05-31 |
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