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Tiffany Geyer Rosetti

Wealth Enhancement Advisory Services, LLC

Plymouth, MN

Atlanta, GA

CRD 5338988

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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
GA RA APPROVED 2020-05-04
  • GA RA
    APPROVED
    Since 2020-05-04

Branch Locations

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

1100 Abernathy Rd Ne Suite 500, Atlanta, GA 30328 • 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
Minnesota Life Insurance Company St. Paul MN 08/2016 04/2020
Securian Financial Services Inc. St. Paul MN 08/2016 04/2020
Gv Financial Advisors, Inc. Atlanta GA 08/2016 11/2016
Gv Atlanta, Inc. Atlanta GA 08/2016 11/2016
Joyn Atlanta, Inc. Atlanta GA 11/2016 04/2020
Joyn Advisors, Inc. Atlanta GA 11/2016 04/2020
Wealth Enhancement Group Atlanta GA 05/2020 Present
Wealth Enhancement Advisory Services Atlanta GA 05/2020 Present
  • 08/2016 → 04/2020
    Minnesota Life Insurance Company
    St. Paul, MN
  • 08/2016 → 04/2020
    Securian Financial Services Inc.
    St. Paul, MN
  • 08/2016 → 11/2016
    Gv Financial Advisors, Inc.
    Atlanta, GA
  • 08/2016 → 11/2016
    Gv Atlanta, Inc.
    Atlanta, GA
  • 11/2016 → 04/2020
    Joyn Atlanta, Inc.
    Atlanta, GA
  • 11/2016 → 04/2020
    Joyn Advisors, Inc.
    Atlanta, GA
  • 05/2020 → Present
    Wealth Enhancement Group
    Atlanta, GA
  • 05/2020 → Present
    Wealth Enhancement Advisory Services
    Atlanta, GA
Previous Registrations
  • 2009-05-13 → 2020-04-30
    Joyn Advisors, Inc.
    Atlanta, GA
  • 2016-08-09 → 2019-11-26
    Securian Financial Services, Inc.
    Atlanta, GA
  • 2009-05-13 → 2011-12-06
    Gv Financial Advisors, Inc.
    Atlanta, GA
Other Businesses

WEALTH ENHANCEMENT GROUP - NON-INVESTMENT RELATED - ATLANTA, GA - FIXED INSURANCE - SVP, FINANCIAL ADVISOR - START DATE: 05/2020 - 5 HOURS SPENT PER MONTH, 5 HOURS SPENT DURING TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-11-20
  • S66 Uniform Combined State Law Examination
    2008-11-20
Designations
  • Certified Financial Planner
Other Names
  • Tiffany Yung Geyer

View on SEC IAPD

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