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 |
|---|---|---|---|
| MN | RA | APPROVED | 2017-01-19 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Plymouth | MN | 04/2015 | 06/2025 |
| Wealth Enhancement Brokerage Services | Plymouth | MN | 01/2017 | Present |
| Wealth Enhancement Advisory Services | Plymouth | MN | 01/2017 | Present |
| Wealth Enhancement Group | Plymouth | MN | 04/2015 | Present |
No Business Name - Not Investment Related - At Reported Business Location(s) - notary - Time Spent 0%. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC - DBA: (HYbrid) Wealth Enhancement Advisory Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 11/24/2016 - 80 Hours Per Month - Time Spent 50% - I provide investment advisory services through WEAS, an independent investment advisor firm. I started this business activity on 02/02/2017. I expect to spend approximately 80 hours/month on this activity. Please see the advisory firms 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-13 |
Reach out to this advisor