Stephanie L Mattson

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

Authority	Category	Status	Date
MN	RA	APPROVED	2023-11-07

MN RA
APPROVED

Since 2023-11-07

Branch Locations

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

Eagan, MN • 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

Organization	City	State	From	To
Wealth Enhancement Group	Plymouth	MN	05/2007	Present
Lpl Financial	Wayzata	MN	04/2008	06/2025
Wealth Enhancement Brokerage Services	Plymouth	MN	04/2008	Present
Wealth Enhancement Advisory Services	Plymouth	MN	10/2023	Present

05/2007 → Present

Wealth Enhancement Group

Plymouth, MN
04/2008 → 06/2025

Lpl Financial

Wayzata, MN
04/2008 → Present

Wealth Enhancement Brokerage Services

Plymouth, MN
10/2023 → Present

Wealth Enhancement Advisory Services

Plymouth, MN

Other Businesses

REGISTERED INVESTMENT ADVISOR - WEALTH ENHANCEMENT ADVISORY SERVICES, LLC -RIA PROVIDES ASSET MANAGEMENT AND FINANCIAL PLANNING SERVICES. - PLYMOUTH, MN. NON-VARIABLE INSURANCE - WEALTH ENHANCEMENT GROUP - PLYMOUTH, MN

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-11-07
S63	Uniform Securities Agent State Law Examination	2008-08-08

S65 Uniform Investment Adviser Law Examination

2023-11-07
S63 Uniform Securities Agent State Law Examination

2008-08-08

Other Names

Stephanie L Breuer

View on SEC IAPD