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Thomas Jeffrey Troutner

Wealth Enhancement Advisory Services, LLC

Reno, NV

Washoe Valley, NV

Novato, CA

Plymouth, MN

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Current Employers
Wealth Enhancement Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2024-04-09
CA RA APPROVED 2023-04-03
TX RA APPROVED 2023-04-03
  • NV RA
    APPROVED
    Since 2024-04-09
  • CA RA
    APPROVED
    Since 2023-04-03
  • TX RA
    APPROVED
    Since 2023-04-03

Branch Locations

5470 Kietzke Ln Suite 300, Reno, NV 89511 • United States

Washoe Valley, NV • United States

3 Hamilton Landing Suite 260, Novato, CA 94949 • 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
Equius Partners Novato CA 04/2006 03/2023
Wealth Enhancement Advisory Services Novato CA 04/2023 Present
Wealth Enhancement Group Novato FL 04/2023 Present
  • 04/2006 → 03/2023
    Equius Partners
    Novato, CA
  • 04/2023 → Present
    Wealth Enhancement Advisory Services
    Novato, CA
  • 04/2023 → Present
    Wealth Enhancement Group
    Novato, FL
Previous Registrations
  • 2007-09-05 → 2023-04-28
    Equius Partners, Inc.
    Novato, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-12-15
  • S65 Uniform Investment Adviser Law Examination
    2008-12-15

View on SEC IAPD

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Other Offices

MORGAN STANLEY · Reno, NV
EDWARD JONES · RENO, NV
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · RENO, NV
BENJAMIN F. EDWARDS & COMPANY, INC. · Reno, NV
LPL FINANCIAL LLC · RENO, NV
GW FINANCIAL · RENO, NV
TREO VENTURES, LLC · RENO, NV
ELEVAGE PARTNERS, LLC · RENO, NV

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