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Alexander Joseph Moore

Wealth Enhancement Advisory Services, LLC

Plymouth, MN

Winter Springs, FL

CRD 6074313

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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
TX RA APPROVED 2025-03-07
FL RA APPROVED 2022-07-27
  • TX RA
    APPROVED
    Since 2025-03-07
  • FL RA
    APPROVED
    Since 2022-07-27

Branch Locations

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

1700 Town Plaza Ct, Winter Springs, FL 32708 • 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
Delta Capital Management, Llc Maitland FL 09/2013 06/2022
Delta Advisory Group, Inc. Maitland FL 03/2015 06/2022
Aegis Wealth Management, Llc Maitland FL 02/2018 05/2022
Wealth Enhancement Group Winter Springs FL 07/2022 Present
Wealth Enhancement Advisory Services Winter Springs FL 07/2022 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-08-08
  • S66 Uniform Combined State Law Examination
    2012-08-08
Designations
  • Certified Financial Planner

View on SEC IAPD

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