Inactive

Fraser John Mclean

Wealth Enhancement Advisory Services, LLC

CRD 6148993

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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:

Current Employers

Wealth Enhancement Advisory Services, Llc

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

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2021-04-07

MA RA
APPROVED

Since 2021-04-07

Branch Locations

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

10 Post Office Square Suite 1200 S, Boston, MA 02109 • 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

Organization	City	State	From	To
North American Management Corp.	Boston	MA	05/2011	04/2021
Wealth Enhancement Group	Plymouth	MN	04/2021	Present
Wealth Enhancement Advisory Services	Plymouth	MN	04/2021	Present

05/2011 → 04/2021

North American Management Corp.

Boston, MA
04/2021 → Present

Wealth Enhancement Group

Plymouth, MN
04/2021 → Present

Wealth Enhancement Advisory Services

Plymouth, MN

Previous Registrations

2013-04-29 → 2021-04-14

North American Management Corp

Boston, MA

Other Businesses

Wealth Enhancement Group DBA

Designations

Certified Financial Planner
Chartered Financial Analyst

Other Names

Fraser J Mclean

View on SEC IAPD

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