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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
MD RA APPROVED 2019-07-31
  • MD RA
    APPROVED
    Since 2019-07-31

Branch Locations

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

8161 Maple Lawn Blvd Suite 400, Fulton, MD 20759 • United States

283 Constitution Dr Suite 600, Virginia Beach, VA 23462 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Centaurus Financial Inc. Anaheim CA 04/2016 03/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Germantown MD 03/2017 12/2018
Bank Of America, N.A. Germantown MD 03/2017 12/2018
Planning Solutions Group, Llc Fulton MD 01/2019 07/2019
Triad Advisors Norcross GA 01/2019 07/2019
Lpl Financial Llc Fulton MD 07/2019 06/2025
Wealth Enhancement Advisory Services Fulton MD 07/2019 Present
Wealth Enhancement Group Fulton MN 07/2019 Present
Wealth Enhancement Brokerage Services Fulton MD 07/2019 Present
  • 04/2016 → 03/2017
    Anaheim, CA
  • 03/2017 → 12/2018
    Germantown, MD
  • 03/2017 → 12/2018
    Bank Of America, N.A.
    Germantown, MD
  • 01/2019 → 07/2019
    Planning Solutions Group, Llc
    Fulton, MD
  • 01/2019 → 07/2019
    Triad Advisors
    Norcross, GA
  • 07/2019 → 06/2025
    Lpl Financial Llc
    Fulton, MD
  • 07/2019 → Present
    Wealth Enhancement Advisory Services
    Fulton, MD
  • 07/2019 → Present
    Wealth Enhancement Group
    Fulton, MN
  • 07/2019 → Present
    Wealth Enhancement Brokerage Services
    Fulton, MD
Previous Registrations
Other Businesses

NON-VARIABLE INSURANCE- Inv. Related- Fulton, MD- 15hrs/mth -5% WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Investment related - At reported business location(s) - Registered Investment Advisor Hybrid - start date:8/1/19 - 160 hrs/mo - 8 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. RENTAL PROPERTY - NOT INVESTMENT RELATED - PARKVILLE, MD - LANDLORD - START DATE: 06/2026 - 2 HOURS SPENT PER MONTH, 0 HOURS SPENT DURING SECURITIES TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-08-28
  • S66 Uniform Combined State Law Examination
    2012-08-28
Designations
Other Names
  • Joe Evans
  • Joseph H Evans
  • Joseph Evans
  • Joseph Harry Evans

View on SEC IAPD

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