Best Investors Account Sign in
Claim This Profile
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
AZ RA APPROVED 2025-04-07
  • AZ RA
    APPROVED
    Since 2025-04-07

Branch Locations

Phoenix, AZ • 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
Robert W. Baird & Co. Mequon WI 05/2016 11/2016
The Vanguard Group, Inc. Scottsdale AZ 02/2017 03/2025
Self Employed Tempe AZ 01/2017 03/2017
Wealth Enhancement Group Phoenix AZ 03/2025 Present
Wealth Enhancement Brokerage Services Phoenix AZ 03/2025 Present
Wealth Enhancement Advisory Services Phoenix AZ 03/2025 Present
  • 05/2016 → 11/2016
    Robert W. Baird & Co.
    Mequon, WI
  • 02/2017 → 03/2025
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 01/2017 → 03/2017
    Self Employed
    Tempe, AZ
  • 03/2025 → Present
    Wealth Enhancement Group
    Phoenix, AZ
  • 03/2025 → Present
    Wealth Enhancement Brokerage Services
    Phoenix, AZ
  • 03/2025 → Present
    Wealth Enhancement Advisory Services
    Phoenix, AZ
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-03-21
  • S63 Uniform Securities Agent State Law Examination
    2012-03-21
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Siobhan C Collins
  • Siobhan Collins
  • Shev Collins

View on SEC IAPD

More in Phoenix, AZ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor