Best Investors Account Sign in
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
IN RA APPROVED 2025-12-01
TX RA APPROVED 2025-12-01
  • IN RA
    APPROVED
    Since 2025-12-01
  • TX RA
    APPROVED
    Since 2025-12-01

Branch Locations

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

571 Monon Blvd Suite 150, Carmel, IN 46032 • United States

216 N 6Th St Suite 1A, Lafayette, IN 47901 • 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
Metlife Securities Inc. Indianapolis IN 01/2015 03/2017
Woodbury Financial Services Inc Indianapolis IN 03/2017 01/2024
Osaic Wealth, Inc. Carmel IN 01/2024 11/2025
Wealth Enhancement Group Carmel IN 12/2025 Present
Wealth Enhancement Advisory Services Carmel IN 12/2025 Present
Wealth Enhancement Brokerage Services Carmel IN 12/2025 Present
  • 01/2015 → 03/2017
    Metlife Securities Inc.
    Indianapolis, IN
  • 03/2017 → 01/2024
    Woodbury Financial Services Inc
    Indianapolis, IN
  • 01/2024 → 11/2025
    Carmel, IN
  • 12/2025 → Present
    Wealth Enhancement Group
    Carmel, IN
  • 12/2025 → Present
    Wealth Enhancement Advisory Services
    Carmel, IN
  • 12/2025 → Present
    Wealth Enhancement Brokerage Services
    Carmel, IN
Previous Registrations
  • 2024-01-19 → 2025-12-03
    Carmel, IN
    Lafayette, IN
  • 2017-03-03 → 2024-01-19
    Woodbury Financial Services, Inc.
    Carmel, IN
    Carmel, IN
    Indianapolis, IN
    Carmel, IN
  • 2015-01-02 → 2017-03-06
    Msi Financial Services, Inc.
    Indianapolis, IN
  • 2005-09-14 → 2015-01-02
    New England Securities
    Indianapolis, IN
    Indianapolis, IN
Other Businesses

WEALTH ENHANCEMENT ADVISORY SERVICES - INVESTMENT ADVISOR REPRESENTATIVE - CARMEL, IN. PROVIDE INVESTMENT ADVISOR FOR A FEE. 200 HOURS PER MONTH, 200 HOURS DURING TRADING HOURS. ABNER PROPERTIES, LLC - REAL ESTATE - CARMEL, IN. OWNER OF COMMERICAL REAL ESTATE. 10 HOURS PER MONTH, 10 HOURS DURING TRADING HOURS. ABNER PROPERTIES RANGELINE, LLC - LAFAYETTE, IN. OWNER OF COMMERICAL REAL ESTATE. 10 HOURS PER MONTH, 10 HOURS DURING TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-09-09
S63 Uniform Securities Agent State Law Examination 2004-07-01
  • S65 Uniform Investment Adviser Law Examination
    2005-09-09
  • S63 Uniform Securities Agent State Law Examination
    2004-07-01
Other Names
  • Timmy Johnston

View on SEC IAPD

More in Plymouth, MN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor