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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
WI RA APPROVED 2026-07-01
  • WI RA
    APPROVED
    Since 2026-07-01

Branch Locations

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

530 N Koeller St, Oshkosh, WI 54902 • 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
Private Wealth Management Group Appleton WI 11/2006 09/2016
Thrivent Investment Management Inc Appleton WI 09/2016 04/2017
Thrivent Financial Appleton WI 09/2016 04/2017
Private Wealth Management Group Appleton WI 05/2017 08/2024
Woodbury Financial Services Inc Appleton WI 10/2017 01/2024
Osaic Wealth, Inc. Appleton WI 01/2024 08/2024
Bowman & Company, S.C. Dba Aegis Financial Oshkosh WI 09/2024 12/2025
Bowman & Company, S.C. Dba Aegis Financial Oshkosh WI 11/2025 12/2025
Wealth Enhancement Group Oshkosh WI 01/2026 Present
Wealth Enhancement Advisory Services Oshkosh WI 07/2026 Present
  • 11/2006 → 09/2016
    Private Wealth Management Group
    Appleton, WI
  • 09/2016 → 04/2017
    Thrivent Investment Management Inc
    Appleton, WI
  • 09/2016 → 04/2017
    Thrivent Financial
    Appleton, WI
  • 05/2017 → 08/2024
    Private Wealth Management Group
    Appleton, WI
  • 10/2017 → 01/2024
    Woodbury Financial Services Inc
    Appleton, WI
  • 01/2024 → 08/2024
    Osaic Wealth, Inc.
    Appleton, WI
  • 09/2024 → 12/2025
    Bowman & Company, S.C. Dba Aegis Financial
    Oshkosh, WI
  • 11/2025 → 12/2025
    Bowman & Company, S.C. Dba Aegis Financial
    Oshkosh, WI
  • 01/2026 → Present
    Wealth Enhancement Group
    Oshkosh, WI
  • 07/2026 → Present
    Wealth Enhancement Advisory Services
    Oshkosh, WI
Previous Registrations
  • 2025-11-19 → 2026-02-09
    Aegis Financial
    Oshkosh, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-18
S63 Uniform Securities Agent State Law Examination 1998-02-09
  • S65 Uniform Investment Adviser Law Examination
    2025-11-18
  • S63 Uniform Securities Agent State Law Examination
    1998-02-09
Other Names
  • Wendy Michelle Scheuer
  • Wendy Michelle Scheuer
  • Wendy M Scheuer

View on SEC IAPD

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