Jodi L Anderson

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

• 07/2012 → 02/2018
  Two Rivers Bank & Trust
  Burlington, IA
• 07/2012 → 02/2018
  Invest Financial Corporation
  Burlington, IA
• 02/2018 → 02/2020
  Lpl Financial Llc
  Burlington, IA
• 03/2024 → Present
  Wealth Enhancement Group
  Burlington, IA
• 03/2020 → 03/2024
  Bannerman Wealth Management
  Lewisville, TX
• 07/2024 → 06/2025
  Lpl Financial Llc
  Burlington, IA
• 03/2024 → Present
  Wealth Enhancement Brokerage Services
  Burlington, IA
• 09/2025 → Present
  Wealth Enhancement Advisory Services
  Burlington, IA

Previous Registrations

• 2024-08-20 → 2024-08-20
  Lpl Financial Llc
  Burlington, IA
  San Diego, CA
  Burlington, IA
• 2018-02-14 → 2020-03-19
  Lpl Financial Llc
  Burlington, IA
• 2015-10-09 → 2018-02-14
  Invest Financial Corporation
  Burlington, IA

Other Businesses

WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business Location(s) - Start Date 3/25/24 - 160 Hours Per Month/ 8 Hours During Trading - I provide administrative support to WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity 7/2024. I expect to spend approximately 160 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.

Exams

• S66 Uniform Combined State Law Examination
  2024-08-16
• S65 Uniform Investment Adviser Law Examination
  2015-10-08
• S63 Uniform Securities Agent State Law Examination
  2013-10-01

Designations

• Chartered Financial Consultant

Other Names

• Jodi Lea Hall
• Jodi Lea Anderson