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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2023-09-18 |
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 |
|---|---|---|---|---|
| Select Capital Corporation | San Juan Capistrano | CA | 06/2016 | 02/2017 |
| Dunham & Associates Investment Counsel, Inc. | San Diego | CA | 02/2019 | 05/2019 |
| Unemployed | San Diego | CA | 02/2017 | 02/2019 |
| Commonwealth Financial Network | San Diego | CA | 06/2019 | 06/2023 |
| Lpl Financial Llc | Plymouth | MN | 09/2023 | 06/2025 |
| Unemployed | San Diego | CA | 06/2023 | 09/2023 |
| Wealth Enhancement Group | San Diego | CA | 09/2023 | Present |
| Wealth Enhancement Advisory Services | San Diego | CA | 09/2023 | Present |
| Wealth Enhancement Brokerage Services | San Diego | CA | 09/2023 | Present |
WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 09/05/2023 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through WEALTH ENHANCEMENTADVISORY SERVICES, an independent investment advisor firm. I started this business activity in 10/16/2023. 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-27 |
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