Best Investors Account Sign in
Current Employers
Wealth Enhancement Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-02-04
  • WI RA
    APPROVED
    Since 2026-02-04

Branch Locations

1241 John Q Hammons Dr Suite 100, Madison, WI 53717 • 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
Wealth Enhancement Group Madison WI 05/2025 Present
Wealth Enhancement Advisory Services Madison WI 09/2025 Present
Johnson Bank Madison WI 05/2023 01/2025
First Business Bank Madison WI 05/2022 04/2023
Associated Bank Madison WI 11/2020 05/2022
Associated Bank Madison WI 09/2018 11/2020
Uw-Whitewater Fiscal & Economic Research Center Whitewater WI 10/2016 12/2018
Uw-Whitewater Whitewater WI 06/2016 12/2018
Unemployed Madison WI 02/2025 04/2025
  • 05/2025 → Present
    Wealth Enhancement Group
    Madison, WI
  • 09/2025 → Present
    Wealth Enhancement Advisory Services
    Madison, WI
  • 05/2023 → 01/2025
    Johnson Bank
    Madison, WI
  • 05/2022 → 04/2023
    First Business Bank
    Madison, WI
  • 11/2020 → 05/2022
    Associated Bank
    Madison, WI
  • 09/2018 → 11/2020
    Associated Bank
    Madison, WI
  • 10/2016 → 12/2018
    Uw-Whitewater Fiscal & Economic Research Center
    Whitewater, WI
  • 06/2016 → 12/2018
    Uw-Whitewater
    Whitewater, WI
  • 02/2025 → 04/2025
    Unemployed
    Madison, WI
Other Businesses

1. UW CARBONE CANCE CENTER EMERGING LEADERSHIP BOARD - BOARD MEMBER - NON-INVESTMENT RELATED - MADISON, WI - START DATE 01/2022 - NON-PROFIT ORGANIZATION SUPPORTING CANCER RESEARCH FOR THE UNIVERSITY OF WISCONSIN - 2 HOURS SPENT PER MONTH WITH 1 HOUR DURING TRADING. 2. GUNNING FOR HOPE - BOARD MEMBER - NON-INVESTMENT RELATED - WAUNAKEE, WI - START DATE 01/2023 - NON-PROFIT ORGANIZATION SUPPORTING CANCER RESEARCH FOR THE UNIVERSITY OF WISCONSIN - 2 HOURS SPENT PER MONTH WITH 1 HOUR DURING TRADING.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-04
  • S65 Uniform Investment Adviser Law Examination
    2026-02-04

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Madison, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor