Best Investors Account Sign in
Inactive

Jennifer Diane Bishop Krueger

Wealth Enhancement Advisory Services, LLC

Denver, CO

Plymouth, MN

CRD 5474742

Claim This Profile
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
CO RA APPROVED 2024-12-13
  • CO RA
    APPROVED
    Since 2024-12-13

Branch Locations

100 Saint Paul St Suite 640, Denver, CO 80206 • 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
T. Rowe Price Investment Services, Inc. Colorado Springs CO 01/2008 02/2018
Charles Schwab & Co., Inc. Lone Tree CO 02/2018 12/2019
Unemployed Parker CO 12/2019 10/2020
Destiny Capital Securities Corporation Golden CO 11/2020 12/2021
Destiny Capital Corporation Golden CO 11/2020 05/2022
Destiny Capital Corporation Golden CO 05/2022 12/2024
Wealth Enhancement Group Denver CO 12/2024 Present
Wealth Enhancement Advisory Services Denver CO 12/2024 Present
  • 01/2008 → 02/2018
    T. Rowe Price Investment Services, Inc.
    Colorado Springs, CO
  • 02/2018 → 12/2019
    Lone Tree, CO
  • 12/2019 → 10/2020
    Unemployed
    Parker, CO
  • 11/2020 → 12/2021
    Destiny Capital Securities Corporation
    Golden, CO
  • 11/2020 → 05/2022
    Golden, CO
  • 05/2022 → 12/2024
    Golden, CO
  • 12/2024 → Present
    Wealth Enhancement Group
    Denver, CO
  • 12/2024 → Present
    Wealth Enhancement Advisory Services
    Denver, CO
Previous Registrations
Other Businesses

Beginning September 2021, Owner of Philoxenia LLC, which owns and manages rental property in Denver CO. Not securities investment related. Less than one hour per month spent on this activity. No hours spent during securities trading hours unless there is an emergency. Beginning May 2022, Personally owns and manages rental property in Denver CO. Not securities investment related. Less than one hour per month spent on this activity. No hours spent during securities trading hours unless there is an emergency.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-02-29
  • S66 Uniform Combined State Law Examination
    2008-02-29
Designations
  • Certified Financial Planner
Other Names
  • Jenn Bishop
  • Jennifer Diane Bishop

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Denver, CO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor