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Nathan Thomas Mcclanahan

Wealth Enhancement Advisory Services, LLC

Plymouth, MN

CRD 4220369

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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
MN RA APPROVED 2018-02-06
  • MN RA
    APPROVED
    Since 2018-02-06

Branch Locations

505 N Highway 169 Suite 900, Plymouth, MN 55441 • 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
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
  • 03/2012 → Present
    Wealth Enhancement Group
    Plymouth, MN
  • 05/2012 → 06/2025
    Lpl Financial Llc
    Plymouth, MN
  • 05/2012 → Present
    Wealth Enhancement Advisory Services
    Plymouth, MN
  • 05/2012 → Present
    Wealth Enhancement Brokerage Services
    Plymouth, MN
Other Businesses

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%.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-02
S63 Uniform Securities Agent State Law Examination 2004-11-12
  • S66 Uniform Combined State Law Examination
    2018-02-02
  • S63 Uniform Securities Agent State Law Examination
    2004-11-12
Designations
  • Certified Financial Planner
Other Names
  • Nate Mcclanahan

View on SEC IAPD

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