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John Steele

Wealth Enhancement Advisory Services, LLC

Plymouth, MN

Atlanta, GA

CRD 5525986

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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
LA RA APPROVED 2022-06-29
TX RA APPROVED 2022-06-29
NC RA APPROVED 2021-05-07
GA RA APPROVED 2020-10-14
  • LA RA
    APPROVED
    Since 2022-06-29
  • TX RA
    APPROVED
    Since 2022-06-29
  • NC RA
    APPROVED
    Since 2021-05-07
  • GA RA
    APPROVED
    Since 2020-10-14

Branch Locations

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

1100 Abernathy Rd Ne Suite 500, Atlanta, GA 30328 • 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
Joyn Advisors, Inc. Atlanta GA 10/2017 05/2020
Bb&T Investment Services, Inc. Winston-Salem NC 02/2014 10/2017
Wealth Enhancement Group Atlanta GA 05/2020 Present
Wealth Enhancement Advisory Services Atlanta GA 05/2020 Present
  • 10/2017 → 05/2020
    Joyn Advisors, Inc.
    Atlanta, GA
  • 02/2014 → 10/2017
    Bb&T Investment Services, Inc.
    Winston-Salem, NC
  • 05/2020 → Present
    Wealth Enhancement Group
    Atlanta, GA
  • 05/2020 → Present
    Wealth Enhancement Advisory Services
    Atlanta, GA
Previous Registrations
  • 2019-06-24 → 2020-04-30
    Joyn Advisors, Inc.
    Atlanta, GA
  • 2013-01-22 → 2014-05-01
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-01-18
  • S66 Uniform Combined State Law Examination
    2013-01-18
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

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