Benjamin John Schaefer

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
  Lpl Financial Llc
  Plymouth, MN
• 09/2000 → Present
  Wealth Enhancement Group, Llc
  Wayzata, MN
• 02/2007 → Present
  Wealth Enhancement Brokerage Services, Llc
  Wayzata, MN
• 12/2001 → Present
  Wealth Enhancement Advisory Services, Llc
  Wayzata, MN

Other Businesses

1. 02/01/2007 - NON-VARIABLE INSURANCE DBA - WEALTH ENHANCEMENT GROUP, LLC - AGENT SELLING TRADITIONAL INSURANCE, FIXED ANNUITIES, DISABILITY, AND LTC./ 2% OF HOURS / 505 NORTH HWY 169, SUITE 900 PLYMOUTH, MN 55441. 2. 3/12/2007 - REGISTERED INVESTMENT ADVISOR - WEALTH ENHANCEMENT ADVISORY SERVICES, LLC - REGISTERED INVESTMENT ADVISOR - PLYMOUTH, MN. 3. 06/04/2014 - NO NAME - NOT INV REL - THERE IS NO BUSINESS AFFILIATED WITH THIS OBA - ACT IN A FIDUCIARY CAPACITY - START 05/19/2014 - 1 HR/MO NOT DURING TRDG HRS - POA ON MY WIFE'S APPROVED OUTSIDE BROKERAGE ACCOUNT 4. 09/02/2015 - SCHAEFER WEG,LLC - INV REL - 505 N HIGHWAY 169, STE 900 PLYMOUTH, MN 55441 - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - START 05/12/2015 - NO TIME SPENT - THE BUSINESS WAS REQUIRED TO BE ESTABLISHED AS A HOLDING COMPANY FOR WEALTH ENHANCEMENT GROUP HOLDINGS (WEGH) OWNERSHIP INTEREST. WEGH IS THE PARENT COMPANY OF THE DBA FOR , WEALTH ENHANCEMENT GROUP.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-07-16
• S63 Uniform Securities Agent State Law Examination
  1996-09-03

Designations

• Certified Financial Planner

Other Names

• Benjamin John Schaefer