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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 | 2018-02-06 |
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 |
|---|---|---|---|---|
| Wealth Enhancement Group | Plymouth | MN | 03/2012 | Present |
| Lpl Financial Llc | Plymouth | MN | 05/2012 | 06/2025 |
| Wealth Enhancement Advisory Services | Plymouth | MN | 05/2012 | Present |
| Wealth Enhancement Brokerage Services | Plymouth | MN | 05/2012 | Present |
1. 11/9/2015 - Wealth Enhancement Advisory Services, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - START 05/03/2012 - TIME SPENT 50%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-12 |
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