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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 |
|---|---|---|---|
| WA | RA | APPROVED | 2025-02-03 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
9615 Levin Rd Nw Suite 100, Silverdale, WA 98383 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Allyn | WA | 03/2016 | 07/2020 |
| Various Insurance Carriers For W & R Insurance Agencies | Allyn | WA | 03/2016 | 01/2025 |
| Linda Skogstad | Allyn | WA | 11/2017 | 01/2025 |
| Timothy Nausin | Bellevue | WA | 03/2018 | 01/2025 |
| Shawn Skogstad | Bellevue | WA | 03/2018 | 01/2025 |
| Lincoln National Life Insurance Co | Silverdale | WA | 07/2018 | 01/2025 |
| Lincoln Financial Group | Radnor | PA | 07/2018 | 01/2025 |
| North Mason High School | Belfair | WA | 11/2016 | Present |
| Capstone Wealth Advisors | Silverdale | WA | 07/2020 | 01/2025 |
| Wealth Enhancement Group | Silverdale | WA | 02/2025 | Present |
| Wealth Ehnancement Advisory Services | Silverdale | WA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-02 |
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