Best Investors Account Sign in
Inactive

Andrew Bosma

Wealth Enhancement Advisory Services, LLC

Madison, WI

Plymouth, MN

Claim This Profile
Current Employers
Wealth Enhancement Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-10-17
  • WI RA
    APPROVED
    Since 2025-10-17

Branch Locations

1241 John Q Hammons Dr Suite 100, Madison, WI 53717 • 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
Wealth Enhancement Group Madison WI 03/2022 Present
Wealth Enhancement Advisory Services Madison WI 09/2025 Present
Bmo Harris Bank Sun Prairie WI 01/2019 03/2022
Unemployed Peoria IL 08/2018 01/2019
Northwestern Mutual Greater Peoria Peoria IL 09/2016 08/2018
Bergner'S Department Store Peoria IL 05/2014 09/2016
  • 03/2022 → Present
    Wealth Enhancement Group
    Madison, WI
  • 09/2025 → Present
    Wealth Enhancement Advisory Services
    Madison, WI
  • 01/2019 → 03/2022
    Bmo Harris Bank
    Sun Prairie, WI
  • 08/2018 → 01/2019
    Unemployed
    Peoria, IL
  • 09/2016 → 08/2018
    Northwestern Mutual Greater Peoria
    Peoria, IL
  • 05/2014 → 09/2016
    Bergner'S Department Store
    Peoria, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-17
  • S65 Uniform Investment Adviser Law Examination
    2025-10-17
Other Names
  • Andrew Jonathan Bosma

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC
LPL ENTERPRISE, LLC
CLF ASSET MANAGEMENT, INC.
EAGLE STRATEGIES LLC
VALMARK ADVISERS, INC.
GREENPOINT ASSET MANAGEMENT V LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ASSOCIATED INVESTMENT SERVICES, INC.

Other Investors

KRISTY LYNN REED
Gavin Wishart
SEAN STEPHEN WAYNE
TRAVIS RICHARD HEISER
MICHAEL DONALD GANT
Renee Elizabeth Lucas
ORSAN M KHARBUSH
Matthew Miller

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
LPL ENTERPRISE, LLC · MADISON, WI
CLF ASSET MANAGEMENT, INC. · MADISON, WI
EAGLE STRATEGIES LLC · MADISON, WI
VALMARK ADVISERS, INC. · Madison, WI
GREENPOINT ASSET MANAGEMENT V LLC · MADISON, WI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · MADISON, WI

More in Madison, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor