Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| FL | RA | APPROVED | 2021-11-05 |
| TX | RA | APPROVED | 2021-10-26 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
2665 S Bayshore Dr Suite 230, Coconut Grove, FL 33133 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Enhancement Group | Coconut Grove | FL | 10/2021 | Present |
| Wealth Enhancement Advisory Services | Coconut Grove | FL | 10/2021 | Present |
| Investor Solutions Inc. | Coconut Grove | FL | 07/2002 | 10/2021 |
WEALTH ENHANCEMENT GROUP - DBA FOR WEALTH EHNANCEMENT ADVSORY SERVICES ACTIVITIES - NO HOURS PER MONTH. MANAGED ACCOUNT SERVICES, INC - OWNER - FILING ACTIVITIES AND OVERSEE CLIENT RELATIONWSHIPS. NO HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-19 |
Reach out to this advisor