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Wealth Enhancement Advisory Services, LLC CRD 116407
$122B regulatory AUM 327 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-29 |
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