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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
OH RA APPROVED 2025-05-16
  • OH RA
    APPROVED
    Since 2025-05-16

Branch Locations

6685 Beta Dr Suite D, Cleveland, OH 44143 • 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
Skoda, Minotti & Co Mayfield Village OH 01/2004 07/2019
Proequities, Inc Mayfield Village OH 09/2004 07/2019
Marcum Wealth Mayfield Village OH 08/2019 05/2025
Wealth Enhancement Group Mayfield Village OH 05/2025 Present
Wealth Enhancement Advisory Services Mayfield Village OH 05/2025 Present
  • 01/2004 → 07/2019
    Skoda, Minotti & Co
    Mayfield Village, OH
  • 09/2004 → 07/2019
    Proequities, Inc
    Mayfield Village, OH
  • 08/2019 → 05/2025
    Marcum Wealth
    Mayfield Village, OH
  • 05/2025 → Present
    Wealth Enhancement Group
    Mayfield Village, OH
  • 05/2025 → Present
    Wealth Enhancement Advisory Services
    Mayfield Village, OH
Previous Registrations
  • 2019-09-04 → 2025-05-19
    Marcum Wealth, Llc
    Cleveland, OH
  • 2005-04-14 → 2019-07-31
    Concourse Financial Group Securities, Inc.
    Mayfield Village, OH
    Fairlawn, OH
    Mayfield Village, OH
Other Businesses

WEALTH ENHANCEMENT GROUP - NON-INVESTMENT RELATED - CLEVELAND, OH - FIXED INSURANCE - VICE PRESIDENT - START DATE: 08/2025 - 5 HOURS SPENT PER MONTH, 2 HOURS SPENT DURING TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-04-11
  • S66 Uniform Combined State Law Examination
    2005-04-11
Other Names
  • Lou Angelo Trivisonno

View on SEC IAPD

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