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Current Employers
Wealth Enhancement Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2020-03-06
  • PA RA
    APPROVED
    Since 2020-03-06

Branch Locations

11 Stanwix St Suite 2310, Pittsburgh, PA 15222 • United States

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

Disclosures

1 disclosure category 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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Bpu Investment Management Inc. Pittsburgh PA 09/2011 02/2020
Lpl Financial, Llc Pittsburgh PA 03/2020 06/2025
Wealth Enhancement Group Plymouth MN 03/2020 Present
Wealth Enhancement Brokerage Services Plymouth MN 03/2020 Present
Wealth Enhancement Advisory Services, Llc Pittsburgh PA 03/2020 Present
  • 09/2011 → 02/2020
    Bpu Investment Management Inc.
    Pittsburgh, PA
  • 03/2020 → 06/2025
    Lpl Financial, Llc
    Pittsburgh, PA
  • 03/2020 → Present
    Wealth Enhancement Group
    Plymouth, MN
  • 03/2020 → Present
    Wealth Enhancement Brokerage Services
    Plymouth, MN
  • 03/2020 → Present
    Pittsburgh, PA
Previous Registrations
  • 2011-09-28 → 2020-03-06
    Bpu Investment Management Inc.
    Pittsburgh, PA
  • 2010-04-29 → 2011-09-27
    Pittsburgh, PA
    Mars, PA
Other Businesses

WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 3/1/20 - 80 Hours Per Month/8 Hours During Securities Trading - Time Spent 85% - I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 3/2020. 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. Wealth Enhancement Group - Non-Investment Related - Pittsburgh, PA - Fixed Insurance - Financial Advisor - Start Date: 10/2025 - 5 Hours Spent Per Month, 5 Hours Spent During Trading Hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-10-10
  • S66 Uniform Combined State Law Examination
    2002-10-10
Designations
Other Names
  • Michael Theodore Haley
  • Michael Haley

View on SEC IAPD

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