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Employer firm

Advisory Solutions Group CRD 339919

$408M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • TURNKEY ASSET MANAGEMENT FOR RIA FIRMS

From the firm’s Form ADV. Read the guides:

Current Employers
Advisory Solutions Group

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-03-27
  • AZ RA
    APPROVED
    Since 2026-03-27

Branch Locations

Gilbert, AZ • United States

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

Wealth Enhancement Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2017-08-29
  • MN RA
    APPROVED
    Since 2017-08-29

Branch Locations

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

Gilbert, AZ • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealth Enhancement Group Gilbert AZ 02/2017 Present
Manley Brothers Moving And Storage Apple Valley MN 10/2015 12/2016
Lpl Financial Llc Gilbert AZ 03/2017 06/2025
Wealth Enhancement Brokerage Services Gilbert AZ 08/2017 Present
Wealth Enhancement Advisory Services Gilbert AZ 08/2017 Present
Advisory Solutions Group Gilbert AZ 03/2026 Present
  • 02/2017 → Present
    Wealth Enhancement Group
    Gilbert, AZ
  • 10/2015 → 12/2016
    Manley Brothers Moving And Storage
    Apple Valley, MN
  • 03/2017 → 06/2025
    Lpl Financial Llc
    Gilbert, AZ
  • 08/2017 → Present
    Wealth Enhancement Brokerage Services
    Gilbert, AZ
  • 08/2017 → Present
    Wealth Enhancement Advisory Services
    Gilbert, AZ
  • 03/2026 → Present
    Gilbert, AZ
Previous Registrations
  • 2014-10-28 → 2016-05-31
    Counsel Wealth Management, Inc.
    Arden Hills, MN
Other Businesses

Wealth Enhancement Advisory Services - Gilbert, AZ - Registered Admin - 80 hours per month, 80 hours during trading hours. Advisory Solutions Group - Gilbert, AZ - Registered Admin - 80 hours per month, 80 hours during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-04-15
S63 Uniform Securities Agent State Law Examination 2009-04-29
  • S66 Uniform Combined State Law Examination
    2013-04-15
  • S63 Uniform Securities Agent State Law Examination
    2009-04-29
Other Names
  • Tami Renee Heuring

View on SEC IAPD

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