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Nathan Edward Stancek

Wealth Enhancement Advisory Services, LLC

Plymouth, MN

Eden Prairie, MN

CRD 4449474

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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
MN RA APPROVED 2023-11-02
  • MN RA
    APPROVED
    Since 2023-11-02

Branch Locations

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

6200 Baker Rd Suite 100, Eden Prairie, MN 55346 • 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
Retirement Advisory Group/Sii Investments Eden Prairie MN 05/2001 11/2023
Lpl Financial Llc Eden Prairie MN 02/2018 06/2025
Wealth Enhancement Group Eden Prairie MN 11/2023 Present
Wealth Enhancement Addvisory Services Eden Prairie MN 11/2023 Present
Wealth Enhancement Brokerage Services Eden Prairie MN 11/2023 Present
  • 05/2001 → 11/2023
    Retirement Advisory Group/Sii Investments
    Eden Prairie, MN
  • 02/2018 → 06/2025
    Lpl Financial Llc
    Eden Prairie, MN
  • 11/2023 → Present
    Wealth Enhancement Group
    Eden Prairie, MN
  • 11/2023 → Present
    Wealth Enhancement Addvisory Services
    Eden Prairie, MN
  • 11/2023 → Present
    Wealth Enhancement Brokerage Services
    Eden Prairie, MN
Previous Registrations
  • 2018-02-14 → 2024-11-07
    Lpl Financial Llc
    Eden Prairie, MN
  • 2014-01-30 → 2018-02-14
    Sii Investments, Inc.
    Eden Prairie, MN
    Eden Prairie, MN
    Appleton, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-03-18
  • S66 Uniform Combined State Law Examination
    2002-03-18

View on SEC IAPD

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