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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-01 |
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 |
|---|---|---|---|---|
| The Retirement Group, Llc | San Diego | CA | 01/2016 | 04/2024 |
| Osaic Wealth, Inc. | Colleyville | TX | 11/2023 | 04/2024 |
| Wealth Enhancement Group | Arlington | TX | 05/2024 | Present |
| Lpl Financial Llc | Arlington | TX | 05/2024 | 06/2025 |
| Wealth Enhancement Advisory Services | Arlington | TX | 05/2024 | Present |
| Wealth Enhancement Brokerage Services | Arlington | TX | 05/2024 | Present |
| Fsc Securities Corporation, Inc. | Colleyville | TX | 06/2000 | 11/2023 |
| Crescent Financial Services | Colleyville | TX | 06/2000 | 04/2024 |
Jenna L. Blevins / Notary / Inv. Related / Southlake, TX / Start date 05/01/2024 WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 5/1/24 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through Wealth Enhancement Advisory Services, LLC an independent investment advisor firm. I started this business activity in 5/2024. I 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 service6s at http://www.adviserinfo.sec.gov/IAPD. Wealth Enhancement Group - Non-Investment Related - Fixed Insurance - 4 hours spent per month/10 hours spent during trading hours - service & possible sale of annuities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-30 |
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