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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 | 2021-01-02 |
| WI | RA | APPROVED | 2021-01-02 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
1241 John Q Hammons Dr Suite 100, Madison, WI 53717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sva Plumb Wealth Management, Llc | Madison | WI | 08/2016 | 12/2020 |
| Wealth Enhancement Group | Plymouth | MN | 01/2021 | Present |
| Wealth Enhancement Advisory Services | Plymouth | MN | 01/2021 | Present |
Wealth Enhancement Group DBA. 2.ELECTED TO BOARD OF DIRECTORS, PERSCITUS BIOSCIENCES, LLC BEGINNING AUGUST 2008, NON-INVESTMENT RELATED OUTSIDE OF SECURITIES TRADING HOURS, NO CONFLICT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-07 |
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