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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 |
|---|---|---|---|
| WI | RA | APPROVED | 2022-11-04 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
8909 N Port Washington Rd Suite 206, Bayside, WI 53217 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Brookfield | WI | 07/2015 | 11/2016 |
| Charles Schwab Bank | Brookfield | WI | 11/2016 | 10/2018 |
| Annex Wealth Management | Elm Grove | WI | 10/2018 | 10/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2019 | 10/2021 |
| Northwestern Mutual Investment Services, Llc | Milwaukee | WI | 05/2020 | 10/2021 |
| Mutual Of Omaha Investor Services | Waukesha | WI | 11/2021 | 10/2022 |
| Mutual Of Omaha Insurance Company | Waukesha | WI | 11/2021 | 10/2022 |
| Wealth Enhancement Advisory Services | Milwaukee | WI | 11/2022 | Present |
| Wealth Enhancement Group | Milwaukee | WI | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-11 |
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