Best Investors
Account
Sign in
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 |
|---|---|---|---|
| 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 |
|---|---|---|---|---|
| Byu Police Mtc Security | Provo | UT | 09/2016 | 12/2016 |
| Morgan Stanley | Federal Way | WA | 01/2017 | 02/2019 |
| Morgan Stanley Private Bank, National Association | Federal Way | WA | 01/2017 | 02/2019 |
| Waterfront Financial Management, Llc | Silverdale | WA | 02/2019 | 07/2020 |
| Brigham Young Universtiy | Provo | UT | 01/2011 | 12/2016 |
| Capstone Wealth Advisors | Salem | OR | 07/2020 | 01/2025 |
| Wealth Enhancement Group | Silverdale | WA | 02/2025 | Present |
| Wealth Enhancement Advisory Services | Silverdale | WA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-17 |
Reach out to this advisor