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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-18 |
Branch Locations
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 |
|---|---|---|---|---|
| Tiaa | New York | NY | 09/2014 | 01/2025 |
| Tiaa-Cref Individual & Institutional Services, Llc | New York | NY | 09/2014 | 01/2025 |
| Wealth Enhancement Group | New York | NY | 09/2025 | Present |
| Unemployed | New York | NY | 02/2025 | 08/2025 |
| Wealth Enhancement Advisory Services | New York | NY | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-11 |
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