James Loren Cahn

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2012 → Present
  Wealth Enhancement Group
  Plymouth, MN
• 04/2012 → 06/2025
  Lpl Financial Llc
  Plymouth, MN
• 05/2012 → Present
  Wealth Enhancement Brokerage Services
  Plymouth, MN
• 05/2012 → Present
  Wealth Enhancement Advisory Services Llc
  Plymouth, MN

Other Businesses

Wealth Enhancement Advisory Services, LLC - Registered Investment Advisor - DBA: Wealth Enhancement Advisory Services, LLC - Investment Related - At Reported Business Location(s) - RIA provides asset management and financial services. Lakeview Holdings LLC - Shell Account - Investment Related - 505 N. Hwy 169, Suite 900, Plymouth, MN 55441 - Start 04/01/2012 - 0 Hr/Mo - Business required as a holding company for Wealth Enhancement Group Holdings (WEGH) ownership interest. As an S-corp, I hold all positions. No Business Name - Radio - Investment Related - 505 north hwy 169, suite 900, Plymouth, MN 55441 - Start 08/21/2015 - 1 Hr/Mo; 0 Hour(s) During Securities Trading - Participate in WEG radio program American Benefits Planning Group, LLC - Investment Related - Insurance Agency - Officer - Start Date: 04/02/2012. Wealth Enhancement Tax and Consulting Services LLC - Investment Related - 23 Old Kings Highway South, Darien, CT 06820 - Tax Prep/Accounting/CPA - Officer - Start Date: 06/01/2016 - 10 Hours Per Month/10 Hours During Securities Trading. Wealth Enhancement Group, LLC - Investment Related - Insurance Agency - Officer - Start Date: 04/02/2012. NorthCrest Asset Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Start Date - 05/14/2021 - 8 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through NorthCrest Asset Management, an independent investment advisor firm. I started this business activity in 11/2022. I expect to spend approximately 8 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. Site Sante Fe - Non-Investment Related - Sante Fe, NM - Board Member - Start Date: 09/01/2025 - 2 Hours/Month, 0 Hours During Trading Hours - Non-Profit Arts Organization

Exams

• S66 Uniform Combined State Law Examination
  2012-06-18