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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
TX RA APPROVED 2019-09-13
DC RA APPROVED 2019-08-01
MD RA APPROVED 2019-07-24
VA RA APPROVED 2019-07-24
  • TX RA
    APPROVED
    Since 2019-09-13
  • DC RA
    APPROVED
    Since 2019-08-01
  • MD RA
    APPROVED
    Since 2019-07-24
  • VA RA
    APPROVED
    Since 2019-07-24

Branch Locations

8161 Maple Lawn Blvd Suite 400, Fulton, MD 20759 • 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
Heritage Financial Consultants Hunt Valley MD 04/2015 05/2017
Sherman Wealth Management, Llc Gaithersburg MD 06/2017 08/2017
Unemployed Ellicott City MD 08/2017 11/2017
Planning Solutions Group Fulton MD 11/2017 07/2019
Triad Advisors Norcross GA 12/2017 07/2019
Lpl Financial Llc Fulton MD 07/2019 06/2025
Wealth Enhancement Group Fulton MD 07/2019 Present
Wealth Enhancement Advisory Services Fulton MD 07/2019 Present
Wealth Enhancement Brokerage Services Fulton MD 07/2019 Present
  • 04/2015 → 05/2017
    Heritage Financial Consultants
    Hunt Valley, MD
  • 06/2017 → 08/2017
    Gaithersburg, MD
  • 08/2017 → 11/2017
    Unemployed
    Ellicott City, MD
  • 11/2017 → 07/2019
    Planning Solutions Group
    Fulton, MD
  • 12/2017 → 07/2019
    Triad Advisors
    Norcross, GA
  • 07/2019 → 06/2025
    Lpl Financial Llc
    Fulton, MD
  • 07/2019 → Present
    Wealth Enhancement Group
    Fulton, MD
  • 07/2019 → Present
    Wealth Enhancement Advisory Services
    Fulton, MD
  • 07/2019 → Present
    Wealth Enhancement Brokerage Services
    Fulton, MD
Previous Registrations
  • 2017-11-16 → 2019-07-24
    Planning Solutions Group, Llc
    Fulton, MD
  • 2017-06-05 → 2017-08-07
    Gaithersburg, MD
  • 2015-04-13 → 2017-06-02
    Osaic Fa, Inc.
    Hunt Valley, MD
  • 2012-12-18 → 2015-03-31
    Osaic Fs, Inc.
    Columbia, MD
    Annapolis, MD
    Annapolis, MD
Other Businesses

Non-Variable Insurance - Robert Hewitt - Investment Related - 5% - Fulton, MD WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Investment related - At reported business location(s) - Registered Investment Advisor Hybrid - start date:08/01/2019 - 160 hrs/mo - 160 hrs during trading - 100% time spent - I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 08/2019. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-12-03
S63 Uniform Securities Agent State Law Examination 2012-09-24
  • S65 Uniform Investment Adviser Law Examination
    2012-12-03
  • S63 Uniform Securities Agent State Law Examination
    2012-09-24
Designations
Other Names
  • Robert B Hewitt
  • Robert Brett Hewitt
  • Robert Hewitt

View on SEC IAPD

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