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Stephanie Marie Griesinger

Wealth Enhancement Advisory Services, LLC

Plymouth, MN

CRD 6472683

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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

AuthorityCategoryStatusDate
MN RA APPROVED 2017-11-30
  • MN RA
    APPROVED
    Since 2017-11-30

Branch Locations

505 N Highway 169 Suite 900, Plymouth, MN 55441 • 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
Weber & Deegan, Ltd. Edina MN 01/2009 12/2016
Wd Financial Services, Llc Edina MN 10/2010 12/2016
Unemployed Carver MN 01/2017 07/2017
Lpl Financial Llc Plymouth MN 08/2017 12/2023
Wealth Enhancement Group Plymouth MN 08/2017 Present
Wealth Enhancement Brokerage Services Plymouth MN 09/2017 Present
Wealth Enhancement Advisory Services Plymouth MN 11/2017 Present
  • 01/2009 → 12/2016
    Weber & Deegan, Ltd.
    Edina, MN
  • 10/2010 → 12/2016
    Wd Financial Services, Llc
    Edina, MN
  • 01/2017 → 07/2017
    Unemployed
    Carver, MN
  • 08/2017 → 12/2023
    Plymouth, MN
  • 08/2017 → Present
    Wealth Enhancement Group
    Plymouth, MN
  • 09/2017 → Present
    Wealth Enhancement Brokerage Services
    Plymouth, MN
  • 11/2017 → Present
    Wealth Enhancement Advisory Services
    Plymouth, MN
Previous Registrations
  • 2017-12-12 → 2017-12-14
    Plymouth, MN
  • 2015-03-30 → 2017-03-21
    Wd Financial Services, Llc
    Minneapolis, MN
    Edina, MN
Other Businesses

CARVER LIONS CLUB, NON-INVESTMENT RELATED, CARVER, MN, PRESIDENT, START DATE: 07/2026, 5 HOURS/MONTH - 0 HOURS DURING TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-29
  • S66 Uniform Combined State Law Examination
    2017-11-29
Designations
  • Certified Financial Planner
Other Names
  • Stephanie Marie Knoll
  • Stephanie Marie Griesinger
  • Stephanie Griesinger

View on SEC IAPD

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