Nicholas Charles Beissel

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2007 → 06/2025
  Linsco Private Ledger
  Wayzata, MN
• 02/2007 → Present
  Wealth Enhancement Brokerage Services, Llc
  Wayzata, MN
• 05/2003 → Present
  Wealth Enhancement Group, Llc
  Wayzata, MN
• 05/2003 → Present
  Wealth Enhancement Advisory Services, Llc
  Wayzata, MN

Previous Registrations

• 2007-06-29 → 2011-05-19
  Lpl Financial Llc
  Wayzata, MN
  Fort Mill, SC
  Plymouth, MN

Other Businesses

1. 02/02/2007 - WEALTH ENHANCEMENT GROUP, LLC - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE DBA - SALES OF TRADITIONAL INSURANCE, FIXED ANNUITIES, DISABILITY, AND LTC. 2. 3/12/2007 - WEALTH ENHANCEMENT ADVISORY SERVICES, LLC - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR. 3. 11/19/2019 - Beissel WEG, LLC - Investment related - At reported business location(s) - Business Entity For Tax/Investment Purposes Only - start date:06/09/2015 - 1 hr/mo - 0 hrs during trading.

Exams

• S66 Uniform Combined State Law Examination
  2003-09-29
• S63 Uniform Securities Agent State Law Examination
  2002-09-30

Designations

• Certified Financial Planner

Other Names

• Nick Beissel