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Employer firm

Wealth Enhancement Advisory Services, LLC CRD 116407

$122B regulatory AUM 327 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars
  • ERISA 3(38) INVESTMENT MANAGER

From the firm’s Form ADV. Read the guides:

Current Employers
Wealth Enhancement Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2014-01-07
  • MN RA
    APPROVED
    Since 2014-01-07

Branch Locations

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

775 Prairie Center Dr Suite 380, Eden Prairie, MN 55344 • 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
Wealth Enhancement Brokerage Services, Llc Wayzata MN 02/2007 Present
Wealth Enhancement Group, Llc Wayzata MN 04/2006 Present
Lpl Financial Llc Edina MN 02/2007 06/2025
Wealth Enhancement Advisory Services Plymouth MN 01/2014 Present
  • 02/2007 → Present
    Wealth Enhancement Brokerage Services, Llc
    Wayzata, MN
  • 04/2006 → Present
    Wealth Enhancement Group, Llc
    Wayzata, MN
  • 02/2007 → 06/2025
    Lpl Financial Llc
    Edina, MN
  • 01/2014 → Present
    Wealth Enhancement Advisory Services
    Plymouth, MN
Other Businesses

Wealth Enhancement Advisory Services, LLC. - INV REL - Registered Investment Advisor - RIA provides asset management and financial planning services. O BUSINESS NAME - NOT INV REL - Notary -1% TIME SPENT Bishop's Holdings, LLC - NOT INV REL - 7601 FRANCE AVE S, STE 235 EDINA, MN 55435 - Business Entity For Tax/Investment Purposes Only - START 05/12/2015 - NO TIME SPENT - Business Entity For tax/investment purposes only. WEALTH ENHANCEMENT GROUP - INVESTMENT RELATED - EDEN PRAIRIE, MN - FIXED INSURANCE - SVP, FINANCIAL ADVISOR - START DATE: 10/2025 - 2 HOURS SPENT PER MONTH, 1 HOUR SPENT DURING TRADING HOURS

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-05-10
  • S63 Uniform Securities Agent State Law Examination
    2004-05-10
Designations
  • Certified Financial Planner
Other Names
  • Mike C Bishop
  • Michael Bishop

View on SEC IAPD

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