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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 | 2014-01-02 |
| IL | RA | APPROVED | 2013-06-19 |
| TX | RA | APPROVED | 2013-02-28 |
| IA | RA | APPROVED | 2011-01-31 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Plymouth | MN | 02/2007 | 06/2025 |
| Wealth Enhancement Group, Llc | Plymouth | MN | 06/2005 | Present |
| Wealth Enhancement Brokerage Services, Llc | Plymouth | MN | 02/2007 | Present |
| Wealth Enhancement Advisory Services, Llc | Plymouth | MN | 01/2011 | Present |
1. 2/6/2001 - DBA ONLY - WEALTH ENHANCEMENT GROUP - ADMIN. 2. 1/22/2009 - REGISTERED INVESTMENT ADVISOR - WEALTH ENHANCEMENT ADVISORY SERVICES, LLC - PROVIDE ASSET MANAGEMENT AND FINANCIAL PLANNING SERVICES. - TIME SPENT 50%. 3. 4/23/2012 - OTHER-WEG RADIO - WEALTH ENHANCEMENT GROUP - PARTICIPATE IN WEG RADIO PROGRAM. CONTENT OF THIS PROGRAM IS REVIEWED BY ADVERTISING COMPLIANCE. - TIME SPENT 1%. 4. 4/26/2012 - WEALTH ENHANCEMENT GROUP - INV. REL. - AT REPORTED BUSINESS LOCATION(S) - OTHER-RADIO - WEG'S YOUR MONEY RADIO SHOW HOSTED BY BRUCE HELMER. BEN WILL SERVE AS A GUEST PARTICIPANT. - TIME SPENT 5%. 5. 11/11/2019 - South Shore Loft - Investment Related - Emily, MN 56447 - Real Estate Rental - Started 12/15/2018 - 0 Hour Per Month - We rent second residence for short term vocation rental on Air BNB. Wife manages the rental. 6. 04/11/2022 - Sole Prop - Investment Related - Orono MN 55356 - Real Estate Rental - Start Date - 09/01/2021 - 0 Hours Per Month/ 0 Hours During Securities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-08 |
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