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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 |
|---|---|---|---|
| IA | RA | APPROVED | 2022-07-01 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
1210 Jordan St Suite 3, North Liberty, IA 52317 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hawkins Wealth Management | North Liberty | IA | 11/2015 | 06/2022 |
| Wealth Enhancment Advisory Services | North Liberty | IA | 07/2022 | Present |
| Wealth Enhancement Group | North Liberty | IA | 07/2022 | Present |
WEALTH ENHANCEMENT GROUP - NON-INVESTMENT RELATED - NORTH LIBERTY, IA - FIXED INSURANCE - FINANCIAL ADVISOR - START DATE: 10/2025 - 1 HOUR SPENT PER MONTH, 1 HOUR SPENT DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-08 |
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