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John Ferrell Mcsorley

Wealth Enhancement Advisory Services, LLC

Elkhart, IN

Plymouth, MN

CRD 4767527

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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
IN RA APPROVED 2025-11-03
  • IN RA
    APPROVED
    Since 2025-11-03

Branch Locations

3140 Windsor Ct, Elkhart, IN 46514 • United States

505 N Highway 169 Suite 900, Plymouth, MN 55441 • 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
Guidance Investment Advisors, Llc Elkhart IN 09/2010 10/2025
Mutual Securities,Inc Camarillo CA 05/2011 07/2019
Wealth Enhancement Group Elkhart IN 11/2025 Present
Wealth Enhancement Advisory Services Elkhart IN 11/2025 Present
  • 09/2010 → 10/2025
    Guidance Investment Advisors, Llc
    Elkhart, IN
  • 05/2011 → 07/2019
    Mutual Securities,Inc
    Camarillo, CA
  • 11/2025 → Present
    Wealth Enhancement Group
    Elkhart, IN
  • 11/2025 → Present
    Wealth Enhancement Advisory Services
    Elkhart, IN
Previous Registrations
  • 2010-09-13 → 2025-12-03
    Guidance Investment Advisors, Llc
    South Bend, IN
    Elkhart, IN
  • 2004-04-21 → 2010-10-01
    Elkhart, IN
Other Businesses

EMERSON NORTH CREEK DEVELOPMENT, LLC - REAL ESTATE - ELKHART, IN. LESS THAN 1 HOUR PER MONTH, 0 HOURS DURING TRADING HOURS. WEALTH ENHANCEMENT GROUP - INSURANCE - ELKHART, IN. 0 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-04-02
  • S66 Uniform Combined State Law Examination
    2004-04-02
Other Names
  • John Ferrell Mcsorley
  • John Ferrell Mcsorley

View on SEC IAPD

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