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Connor Bleser Morse

Wealth Enhancement Advisory Services, LLC

Crystal Lake, IL

Plymouth, MN

CRD 5915546

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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
IL RA APPROVED 2025-06-04
WI RA APPROVED 2021-01-02
  • IL RA
    APPROVED
    Since 2025-06-04
  • WI RA
    APPROVED
    Since 2021-01-02

Branch Locations

Crystal Lake, IL • 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
Sva Plumb Wealth Management, Llc Madison WI 09/2015 12/2020
Wealth Enhancement Group Crystal Lake IL 01/2021 Present
Wealth Enhancement Advisory Services Crystal Lake IL 01/2021 Present
  • 09/2015 → 12/2020
    Sva Plumb Wealth Management, Llc
    Madison, WI
  • 01/2021 → Present
    Wealth Enhancement Group
    Crystal Lake, IL
  • 01/2021 → Present
    Wealth Enhancement Advisory Services
    Crystal Lake, IL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-11-20
  • S65 Uniform Investment Adviser Law Examination
    2014-11-20

View on SEC IAPD

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