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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-05 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Tampa, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Woburn | MA | 05/2009 | 04/2018 |
| Pinnacle Private Wealth, Llc | Woburn | MA | 01/2014 | 08/2022 |
| Triad Advisors, Llc | Norcross | GA | 04/2018 | 09/2022 |
| Lpl Financial Llc | Tampa | FL | 09/2022 | 06/2025 |
| Wealth Enhancement Advisory Services | Tampa | FL | 09/2022 | Present |
| Wealth Enhancement Group | Tampa | FL | 09/2022 | Present |
| Wealth Enhancement Brokerage Services | Tampa | FL | 09/2022 | Present |
Wealth Enhacement Advisory Services LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 9/15/2022 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 11/2022. 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-17 |
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