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Wealth Enhancement Advisory Services, LLC CRD 116407
$122B regulatory AUM 327 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-11-02 |
| TX | RA | APPROVED_RES | 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
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Eden Prairie | MN | 02/2018 | 06/2025 |
| Wealth Enhancement Group | Eden Prairie | MN | 11/2023 | Present |
| Wealth Enhancement Advisory Services | Eden Prairie | MN | 11/2023 | Present |
| Wealth Enhancement Brokerage Services | Eden Prairie | MN | 11/2023 | Present |
| Sii Investments, Inc. | Eden Prairie | MN | 10/1996 | 02/2018 |
| Retirement Advisory Group | Excelsior | MN | 03/1986 | Present |
1. 02/14/2018 - AMERICAN HOPE PUBLISHING - Not Investment Related - Other - Author - CO-AUTHOR OF A BOOK ON BIKING. 2. 02/14/2018 - RETIREMENT ADVISORY GROUP - Investment Related - Non-Variable Insurance - Agent - LIFE INSURANCE. 3. 12/7/2023: Wealth Enhancement Advisory Services; At reported business location(s); Registered Investment Advisor Hybrid; Inv. related; start date 11/1/2023; 35hrs/mo. during trading; I provide investment advisory services through Wealth Enhancement Advisory Services, an independent investment advisor firm. I started this business activity in 12/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-11 |
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