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Adam Christopher Weiland

Wealth Enhancement Advisory Services, LLC

Plymouth, MN

CRD 5260368

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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

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
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
  • 11/2007 → 06/2025
    Wayzata, MN
  • 11/2007 → Present
    Wealth Enhancement Group,Llc
    Wayzata, MN
  • 01/2008 → Present
    Wealth Enhancement Brokerage Services, Llc
    Wayzata, MN
  • 06/2011 → Present
    Wealth Enhancement Advisory Services
    Plymouth, MN
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-02-23
S63 Uniform Securities Agent State Law Examination 2007-02-24
  • S65 Uniform Investment Adviser Law Examination
    2010-02-23
  • S63 Uniform Securities Agent State Law Examination
    2007-02-24
Designations
  • Certified Financial Planner

View on SEC IAPD

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