Preston Alan Koenig

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

• 03/2013 → 06/2025
  Lpl Financial, Llc
  Burnsville, MN
• 08/2012 → Present
  Wealth Enhancement Group
  Burnsville, MN
• 05/2013 → Present
  Wealth Enhancement Brokerage Services
  Plymouth, MN
• 05/2013 → Present
  Wealth Enhancement Advisory Services
  Plymouth, MN

Other Businesses

1. 3/19/2013: REAL ESTATE RENTAL - RENTAL PROPERTY - TIME SPENT 2% - BURNSVILLE, MN. 2. 3/19/2013: DBA ONLY - WEALTH ENHANCEMENT GROUP - BURNSVILLE, MN. 3. 6/21/2013: NON-VARIABLE INSURANCE - WEALTH ENHANCEMENT GROUP - AGENT SELLING TRADITIONAL INSURANCE, FIXED ANNUITIES, DISABILITY & LONG TERM CARE FOR WEALTH ENHANCEMENT GROUP (AGENCY) NOT PAID AT THE CARRIER LEVEL. NO OWNERSHIP. - BURNSVILLE, MN. 4. 1/8/2014: REGISTERED INVESTMENT ADVISOR - WEALTH ENHANCEMENT ADVISORY SERVICES - RIA PROVIDES ASSET MANAGEMENT AND FINANCIAL SERVICES. - BURNSVILLE, MN.

Exams

• S66 Uniform Combined State Law Examination
  2013-05-02

Designations

• Certified Financial Planner