Corey Anthony Purkat

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → 12/2021
  Purkat Financial
  Oakdale, MN
• 01/2022 → 12/2023
  Lpl Financial, Llc
  Plymouth, MN
• 06/2021 → 10/2021
  Origin Financial
  Oakdale, MN
• 09/2021 → Present
  Wealth Enhancement Advisory Services
  Plymouth, MN
• 09/2021 → Present
  Wealth Enhancement Group
  Plymouth, MN

Previous Registrations

• 2020-01-29 → 2021-12-06
  Purkat Financial
  Forest Lake, MN
• 2021-06-24 → 2021-11-03
  Origin Investment Advisory Llc
  Sarasota, FL
  Forest Lake, MN
• 2016-01-04 → 2019-07-15
  Purkat Financial
  Oakdale, MN
• 2015-04-09 → 2015-10-30
  Wealthspire Advisors
  Minneapolis, MN
• 2013-11-26 → 2015-03-26
  Transamerica Financial Advisors, Llc
  New Richmond, WI

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-04-19
• S65 Uniform Investment Adviser Law Examination
  2013-11-19

Designations

• Certified Financial Planner

Other Names

• Corey A Purkat