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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Wayzata | MN | 11/2007 | 06/2025 |
| Wealth Enhancement Group,Llc | Wayzata | MN | 11/2007 | Present |
| Wealth Enhancement Brokerage Services, Llc | Wayzata | MN | 01/2008 | Present |
| Wealth Enhancement Advisory Services | Plymouth | MN | 06/2011 | Present |
1. 3/19/2009 - REGISTERED INVESTMENT ADVISOR - WEALTH ENHANCEMENT ADVISORY SERVICES, LLC - RIA PROVIDES ASSET MANAGEMENT AND FINANCIAL PLANNING SERVICES. 2. 3/1/2012 - NON-VARIABLE INSURANCE DBA - WEALTH ENHANCEMENT GROUP, LLC - AGENT SELLING TRADITIONAL INSURANCE, FIXED ANNUITIES, DISABILITY, AND LONG TERM CARE. 3. 09/08/2015 - WEILAND WEG LLC - INV REL - 505 N HIGHWAY 169, STE 900 PLYMOUTH, MN 55441 - START BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - START 05/12/2015 - NO TIME SPENT - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-24 |
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