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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2024-09-25 |
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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Bay City | MI | 01/2014 | 06/2021 |
| Benjamin F. Edwards & Company, Inc. | Midland | MI | 07/2021 | 08/2023 |
| Raymond James Financial Services, Inc | Midland | MI | 08/2023 | 06/2024 |
| Raymond James Financial Services Advisors, Inc. | Midland | MI | 08/2023 | 06/2024 |
| Gavin Financial Group | Midland | MI | 07/2023 | 06/2024 |
| Seung Ni Fit Club | Midland | MI | 02/2023 | Present |
| Lpl Financial Llc | Midland | MI | 06/2024 | Present |
| Wealth Enhancement Group | Midland | MI | 06/2024 | 09/2024 |
| Wealth Enhancement Advisory Services | Midland | MI | 06/2024 | 09/2024 |
| Wealth Enhancement Brokerage Services | Midland | MI | 06/2024 | 09/2024 |
| Wealth Enhancement Group | Bay City | MI | 09/2024 | Present |
| Wealth Enhancement Advisory Services | Bay City | MI | 09/2024 | Present |
| Wealth Enhancement Brokerage Services | Bay City | MI | 10/2024 | Present |
1- 05/2024 / Notary / Investment Related / Start date: 09/17/2018 2- 05/2024 / POSHMARK / Other / Not Investment Related / Bay City, MI / Start date: 11/20/2022 3- 05/2024 / ETSY / Bay City, MI / Not Investment Related / Start date: 4/1/24 4- 05/2024 / SEUNG-NI FIT CLUB / Outside/W-2 Employment / Not Investment Related /Bay City, MI / Start date: 02/20/2023
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-03 |
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