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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
GA RA APPROVED 2024-10-07
  • GA RA
    APPROVED
    Since 2024-10-07

Branch Locations

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

1550 Timothy Rd Suite 102, Athens, GA 30606 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fintrust Capital Advisors, Llc Athens GA 05/2011 09/2024
Silver Oak Securities, Inc. Athens GA 05/2011 12/2017
Fintrust Capital Partners, Llc Athens GA 01/2018 09/2024
United Community Insurance, Inc. Athens GA 05/2011 09/2024
The Classic Center Authority Athens GA 07/2014 10/2024
Fmu, Inc. Athens GA 01/2016 09/2021
Fintrust Brokerage Services, Llc Athens GA 02/2018 09/2024
Lpl Financial Llc Athens GA 10/2024 06/2025
Wealth Enhancement Group Athens GA 10/2024 Present
Wealth Enhancement Advisory Services Athens GA 10/2024 Present
Wealth Enhancement Brokerage Services Athens GA 10/2024 Present
  • 05/2011 → 09/2024
    Fintrust Capital Advisors, Llc
    Athens, GA
  • 05/2011 → 12/2017
    Silver Oak Securities, Inc.
    Athens, GA
  • 01/2018 → 09/2024
    Fintrust Capital Partners, Llc
    Athens, GA
  • 05/2011 → 09/2024
    United Community Insurance, Inc.
    Athens, GA
  • 07/2014 → 10/2024
    The Classic Center Authority
    Athens, GA
  • 01/2016 → 09/2021
    Fmu, Inc.
    Athens, GA
  • 02/2018 → 09/2024
    Fintrust Brokerage Services, Llc
    Athens, GA
  • 10/2024 → 06/2025
    Lpl Financial Llc
    Athens, GA
  • 10/2024 → Present
    Wealth Enhancement Group
    Athens, GA
  • 10/2024 → Present
    Wealth Enhancement Advisory Services
    Athens, GA
  • 10/2024 → Present
    Wealth Enhancement Brokerage Services
    Athens, GA
Previous Registrations
  • 2011-06-06 → 2024-10-03
    Fintrust Capital Advisors, Llc
    Greenville, SC
    Greenville, SC
    Athens, GA
  • 2006-03-14 → 2011-05-27
    Bogart, GA
    Watkinsville, GA
    Atlanta, GA
  • 2005-08-18 → 2006-01-27
    J.T. Stratford Advisors, Llc
    Gainesville, GA
  • 2005-02-08 → 2005-10-07
    Triad Advisors Llc
    Gainesville, GA
Other Businesses

WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 9/1/24 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through Wealth Enhancement Advisory Services, an independent investment advisor firm. I started this business activity in 10/2024. 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 service6s at http://www.adviserinfo.sec.gov/IAPD. Wealth Enhancement Group - Investment Related - Athens, GA - Fixed Insurance - Senior Vice President - Start Date: 10/2024 - 15 Hours Spent Per Month, 15 Hours Spent During Trading Hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-02-04
S63 Uniform Securities Agent State Law Examination 2003-11-14
  • S65 Uniform Investment Adviser Law Examination
    2005-02-04
  • S63 Uniform Securities Agent State Law Examination
    2003-11-14

View on SEC IAPD

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