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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 |
|---|---|---|---|
| MN | RA | APPROVED | 2022-04-29 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Plymouth, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Minneapolis | MN | 01/2014 | 04/2021 |
| Duck Duck Gray Duck, Llc | Plymouth | MN | 10/2020 | Present |
| Lpl Financial Llc | Plymouth | MN | 04/2022 | 06/2025 |
| Wealth Enhancement Advisory Services | Plymouth | MN | 04/2022 | Present |
| Wealth Enhancement Group | Plymouth | MN | 04/2022 | Present |
| Wealth Enhancement Brokerage Services | Plymouth | MN | 04/2022 | Present |
1)04/22/2022 - DUCK DUCK GRAY DUCK LLC - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - Plymouth, MN - Start: 10/2020 - 40 Hr/Mth 2) 04/26/2022 - Wealth Enhancement Advisory Services LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Admin - Start Date - 4/25/2022 - 40 Hours Per Month - Time Spent 100% - I provide administrative support to Wealth Enhancement Advisory Services, an independent investment advisor firm. I started this business activity in 04/2022 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2013-01-14 |
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