Best Investors
Account
Sign in
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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-19 |
| MN | RA | APPROVED | 2016-08-22 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Winter Garden, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Enhancement Group | Winter Garden | FL | 08/2016 | Present |
| Lpl Financial, Llc | Plymouth | MN | 07/2016 | 11/2023 |
| Wealth Enhancement Brokerage Services | Winter Garden | FL | 08/2016 | Present |
| Wealth Enhancement Advisory Services | Winter Garden | FL | 08/2016 | Present |
1. 03/27/2019 - No business name - Investment related - At reported business location(s) - Tax Prep/Accounting/CPA - Start date:03/08/2019 - 1 hr/mo - 1 hr during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-21 |
Reach out to this advisor