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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-09-28 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
6991 E Camelback Rd Suite D300, Scottsdale, AZ 85251 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 12/2015 | 02/2017 |
| Bank Of America, N.A. | Chandler | AZ | 02/2016 | 02/2017 |
| Bayntree Wealth Advisors, Llc | Scottsdale | AZ | 02/2017 | 08/2022 |
| Wealth Enhancement Advisory Services | Scottsdale | AZ | 09/2022 | Present |
| Wealth Enhancement Group | Scottsdale | AZ | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-23 |
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