Best Investors Account Sign in
Current Employers
Wealth Enhancement Advisory Services, Llc

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-10-24
  • FL RA
    APPROVED
    Since 2022-10-24

Branch Locations

10461 6 Mile Cypress Pkwy Suite 503, Fort Myers, FL 33966 • United States

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Fort Myers FL 03/2018 06/2018
Raymond James Financial Services, Inc. Fort Myers FL 06/2018 09/2022
Club At Barefoot Beach Bonita Springs FL 08/2014 03/2018
Raymond James Financial Services Advisors Inc. Fort Myers FL 08/2018 09/2022
Lpl Financial Llc Fort Myers FL 10/2022 06/2025
Wealth Enhancement Advisory Services Fort Myers FL 10/2022 Present
Wealth Enhancement Group Fort Myers FL 10/2022 Present
Wealth Enhancement Brokerage Services Fort Myers FL 10/2022 Present
  • 03/2018 → 06/2018
    Raymond James Financial Services, Inc.
    Fort Myers, FL
  • 06/2018 → 09/2022
    Raymond James Financial Services, Inc.
    Fort Myers, FL
  • 08/2014 → 03/2018
    Club At Barefoot Beach
    Bonita Springs, FL
  • 08/2018 → 09/2022
    Fort Myers, FL
  • 10/2022 → 06/2025
    Lpl Financial Llc
    Fort Myers, FL
  • 10/2022 → Present
    Wealth Enhancement Advisory Services
    Fort Myers, FL
  • 10/2022 → Present
    Wealth Enhancement Group
    Fort Myers, FL
  • 10/2022 → Present
    Wealth Enhancement Brokerage Services
    Fort Myers, FL
Previous Registrations
Other Businesses

Notary - State of Florida - Inv Rel - Start: 06/2019 WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 10/1/2022 - 90 Hours Per Month/100 Hours During Securities Trading - Time Spent 90% - I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 12/2022. I expect to spend approximately 90 hours per month on this activity. Please see the advisory firm's 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-14
  • S66 Uniform Combined State Law Examination
    2018-08-14
Other Names
  • Austin James Budnack

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Fort Myers, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor