Best Investors Account Sign in
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
TX RA APPROVED 2024-04-12
MN RA APPROVED 2017-03-13
  • TX RA
    APPROVED
    Since 2024-04-12
  • MN RA
    APPROVED
    Since 2017-03-13

Branch Locations

3900 Northwoods Dr Suite 130, Arden Hills, MN 55112 • United States

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
Ameriprise Financial Services, Inc. Fond Du Lac WI 05/2016 02/2017
Wealth Enhancement Group Plymouth MN 03/2017 Present
Lpl Financial Llc Arden Hills MN 03/2017 06/2025
Wealth Enhancement Brokerage Services Plymouth MN 03/2017 Present
Wealth Enhancement Advisory Services Plymouth MN 03/2017 Present
  • 05/2016 → 02/2017
    Ameriprise Financial Services, Inc.
    Fond Du Lac, WI
  • 03/2017 → Present
    Wealth Enhancement Group
    Plymouth, MN
  • 03/2017 → 06/2025
    Lpl Financial Llc
    Arden Hills, MN
  • 03/2017 → Present
    Wealth Enhancement Brokerage Services
    Plymouth, MN
  • 03/2017 → Present
    Wealth Enhancement Advisory Services
    Plymouth, MN
Previous Registrations
Other Businesses

Wealth Enhancement Group - Non-Variable Insurance /Admin Only- Inv. Related- Plymouth MN Wealth Enhancement Advisory Services, LLC - DBA: (Hybrid) Wealth Enhancement Advisory Services, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - 80 Hours Per Month During Securities Trading - Time Spent 50% - I provide administrative services through WEALTH ENHANCEMENT ADVISORY SERVICES, an independent investment advisor firm. I started this business activity on 3/23/2017. I expect to spend approximately 80 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-07-15
  • S66 Uniform Combined State Law Examination
    2016-07-15
Designations
  • Certified Financial Planner
Other Names
  • Andrea Jane Graber
  • Andrea Jane Debevec

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Arden Hills, MN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor