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Current Employers
Wealth Enhancement Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-01-03
  • NJ RA
    APPROVED
    Since 2023-01-03

Branch Locations

101 Wood Ave S 6Th Floor, Iselin, NJ 08830 • United States

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

Westfield, NJ • 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
Raymond James Financial Services Iselin NJ 10/2012 12/2022
Raymond James Financial Services Advisors Inc. Iselin NJ 01/2013 12/2022
N/A Westfield NJ 12/2012 12/2019
Burke Financial Strategies Iselin NJ 12/2012 12/2022
Bfs Wealth Management Iselin NJ 12/2021 12/2022
Lpl Financial Llc Iselin NJ 01/2023 06/2025
Wealth Enhancement Group Iselin NJ 01/2023 Present
Wealth Enhancement Advisory Services Iselin NJ 01/2023 Present
Wealth Enhancement Brokerage Services Iselin NJ 01/2023 Present
  • 10/2012 → 12/2022
    Raymond James Financial Services
    Iselin, NJ
  • 01/2013 → 12/2022
    Iselin, NJ
  • 12/2012 → 12/2019
    N/A
    Westfield, NJ
  • 12/2012 → 12/2022
    Burke Financial Strategies
    Iselin, NJ
  • 12/2021 → 12/2022
    Bfs Wealth Management
    Iselin, NJ
  • 01/2023 → 06/2025
    Lpl Financial Llc
    Iselin, NJ
  • 01/2023 → Present
    Wealth Enhancement Group
    Iselin, NJ
  • 01/2023 → Present
    Wealth Enhancement Advisory Services
    Iselin, NJ
  • 01/2023 → Present
    Wealth Enhancement Brokerage Services
    Iselin, NJ
Previous Registrations
Other Businesses

Wealth Enhancement Advisory Services, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Registered Investment Advisor- Start Date - 12/01/2022 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 01/2023. 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. Academy for Continuing Professional Education (ACPE) - Not Investment Related - At Reported Business Location(s) - Other - CPA Continuing Education Sponsor - Start Date 06/20/2023 - 10 Hours Per Month/ 1 Hours During Securities Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-12-01
  • S66 Uniform Combined State Law Examination
    2012-12-01

View on SEC IAPD

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