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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 |
|---|---|---|---|
| AL | RA | APPROVED | 2024-03-20 |
| WI | RA | APPROVED | 2021-01-02 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Dothan, AL • United States
1241 John Q Hammons Dr Suite 100, Madison, WI 53717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 04/2017 | 05/2018 |
| Cuna Mutual Group | Madison | WI | 04/2017 | 05/2018 |
| Codeworks Inc | Madison | WI | 07/2016 | 03/2017 |
| Cuna Mutual | Madison | WI | 05/2018 | 02/2019 |
| Unemployed | Madison | WI | 02/2019 | 03/2019 |
| Sva Wealth Management, Llc | Madison | WI | 04/2019 | 12/2020 |
| Wealth Enhancement Group | Dothan | AL | 01/2021 | Present |
| Wealth Enhancement Advisory Services | Dothan | AL | 01/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-12 |
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