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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 |
|---|---|---|---|
| MN | RA | APPROVED | 2014-01-07 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
796 Bielenberg Dr Suite 101, Woodbury, MN 55125 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Woodbury | MN | 07/2007 | 06/2025 |
| Wealth Enhancement Advisory Services, Llc | Woodbury | MN | 07/2007 | Present |
| Wealth Enhancement Brokerage Services, Llc | Woodbury | MN | 07/2007 | Present |
Wealth Enhancement Advisory Services, LLC - Registered Investment Advisor - DBA: Wealth Enhancement Advisory Services, LLC - Investment Related - At Reported Business Location(s) - 1% Time Spent Wealth Enhancement Group - Non-Variable Insurance - Investment Related - 505 north hwy 169, suite 900, Plymouth, MN 55441 - Start 04/09/2004 - 0 Hr/Mo - Agent selling traditional insurance, fixed annuities, disability, and Long Term Care ISD 834 Stillwater Area Public Schools - 6355 Osman Ave N, Stillwater, MN 55082 - Non-Profit Board Member - Start Date - 01/05/2023 - 12 Hours Per Month/2 Hours During Securing Trading Northeast Metro 916 School Board- Non-Profit Board Member- Not INV Related- At White Bear Lake, MN - Start date 01/15/2025- 6 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-09 |
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