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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
PA RA APPROVED 2018-12-01
TX RA APPROVED 2018-12-01
  • PA RA
    APPROVED
    Since 2018-12-01
  • TX RA
    APPROVED
    Since 2018-12-01

Branch Locations

501 W Office Center Dr Suite 101, Fort Washington, PA 19034 • United States

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
Gdm Advisory Group, Ltd. Fort Washington PA 08/1993 11/2018
Wealth Enhancement Group Plymouth MN 12/2018 Present
Wealth Enhancement Advisory Services Plymouth MN 12/2018 Present
  • 08/1993 → 11/2018
    Gdm Advisory Group, Ltd.
    Fort Washington, PA
  • 12/2018 → Present
    Wealth Enhancement Group
    Plymouth, MN
  • 12/2018 → Present
    Wealth Enhancement Advisory Services
    Plymouth, MN
Previous Registrations
  • 1994-03-24 → 2018-12-05
    Gdm Advisory Group Ltd
    Jenkintown, PA
    Fort Washington, PA
Other Businesses

Wealth Enhancement Group DBA. ACT IN A FIDUCIARY CAPACITY - NOT INVESTMENT RELATED - HUNTINGDON VALLEY, PA - TRUSTEE FOR FAMILY FRIENDS - START DATE: 01/2020 - 1 HOUR SPENT PER MONTH, 0 HOURS SPENT DURING SECURITIES TRADING HOURS. ACT IN A FIDUCIARY CAPACITY - INVESTMENT RELATED - HUNTINGDON VALLEY, PA - TRUSTEE FOR IMMEDIATE FAMILY MEMBER - START DATE: 01/2020 - 1 HOUR SPENT PER MONTH, 0 HOURS SPENT DURING SECURITIES TRADING HOURS.

Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Glenn David Meyer
  • Glenn D Meyer

View on SEC IAPD

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