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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 |
|---|---|---|---|
| UT | RA | APPROVED | 2026-05-04 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Bountiful, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2019 | 09/2022 |
| Goldman Sachs & Company | Salt Lake City | UT | 03/2016 | 05/2019 |
| United States Army (Active Duty) | Fort Bragg | NC | 07/2008 | 12/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salt Lake City | UT | 09/2022 | 08/2025 |
| Bank Of America N.A. | Salt Lake City | UT | 10/2022 | 08/2025 |
| Umpqua Bank | South Jordan | UT | 08/2025 | 04/2026 |
| Raymond James Financial Services, Inc. | South Jordan | UT | 08/2025 | 04/2026 |
| Raymond James Financial Services Advisors, Inc. | South Jordan | UT | 08/2025 | 04/2026 |
| Columbia Bank | South Jordan | UT | 08/2025 | 04/2026 |
| Wealth Enhancement Group | Bountiful | UT | 04/2026 | Present |
| Wealth Enhancement Brokerage Services | Bountiful | UT | 04/2026 | Present |
| Wealth Ehnancement Advisory Services | Bountiful | UT | 04/2026 | Present |
1. Name of Business: US Army Reserve Address: Bountiful, UT, 84010, United States Activity Type: Military Position/Title: Enlisted Reservist Investment Related: No Start Date: 12/21/2004 Hours per month devoted to this business: 20 Hours per month devoted to this business during trading hours: 4 Description of duties: Part time soldier with the Army Reserve.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-31 |
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