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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2024-05-09 |
| MN | RA | APPROVED | 2014-01-02 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
7800 E Union Ave Suite 450, Denver, CO 80237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Enhancement Group | Denver | CO | 08/2003 | Present |
| Wealth Enhancement Brokerage Services, Llc | Denver | CO | 01/2004 | Present |
| Wealth Enhancement Advisory Services | Denver | CO | 08/2003 | Present |
| Lpl Financial Llc | Wayzata | MN | 02/2007 | 06/2025 |
WEALTH ENHANCEMENT GROUP, LLC - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE DBA - TIME SPENT 5% - TRADITIONAL INSURANCE, FIXED ANNUITIES, DISABILITY, LTC. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC - INV REL- AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR - TIME SPENT 25% - RIA. DEKKO PROPERTIES, LLLP - INV REL - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - TIME SPENT 1% - FAMILY LIMITED PARTNERSHIP THAT OWNS ONE CONDO, WHICH HAS BEEN OWNED BY MY PARENTS SINCE 1992. WEG Investors, LLC - Not-Inv Rel - Business Entity for Tax/Inv Purposes Only - Officer - Start Date: 12/21/22. WEG Enterprises, LLC - Not Inv Rel - Business Entity For Tax/Inv Purposes Only - Officer - Start Date: 11/12/20. Wealth Enhancement Group, LLC - Inv Rel - Insurance Agency - Officer - Start Date: 8/1/03. Wealth Enhancement Group Corporation - Not Inv Rel- Business Entity For Tax/Investment Purposes Only - Start Date: 12/28/16. WEG Sub-Intermediate Holdings, LLC - Not Inv Rel - Business Entity For Tax/Investment Purposes Only - Start Date: 8/12/21. American Benefits Planning Group, LLC - Inv Rel - Non-Variable Insurance - Start Date: 8/1/03 - Insurance agency providing life & health insurance services. WEG Holdings, LLC - Not Inv Rel - Business Entity For Tax/Investment Purposes Only - Start Date: 8/9/07. TA/WEG Intermediate Holdings, LLC - Not Inv Rel - Business Entity For Tax/Investment Purposes Only - Start Date: 7/26/19. TA/WEG Corporation - Not Inv Rel - Business Entity For Tax/Inv Purposes Only - Start Date: 7/26/19. TA/WEG Holdings, LLC - Not Inv Rel - Business Entity For Tax/Inv Purposes Only - Start Date: 7/26/19. WEG Sub Holdings, LLC - Not Inv Rel - Business Entity For Tax/Inv Purposes Only - Start Date: 8/12/21. WEG Parent, LLC - Not Inv Rel - Business Entity For Tax/Inv Purposes Only - Start Date: 7/12/19. Wealth Enhancement Tax & Consulting Services, LLC - Investment Related - Tax Prep/Accounting/CPA - officer - Start Date - 4/22/16 - Provides tax prep and consulting services. WEG Consolidated, LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - Start Date - 8/12/21. NorthCrest Asset Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Start Date - 05/14/2022 - 8 Hours Per Month/0 Hours During Securities Trading - I provide investment advisory services through NorthCrest Asset Management, an independent investment advisor firm. I started this business activity in 11/2022. I expect to spend approximately 8 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. Orion Advisor Technology - Non-Investment Related - Board Member - Start Date: 10/27/2025 - 5 Hours Per Month, 1 Hour During Trading Hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-26 |
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