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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 |
|---|---|---|---|
| MO | RA | APPROVED | 2024-12-16 |
| MN | RA | APPROVED | 2020-06-10 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Fulton, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Northwestern, St. Paul | St. Paul | MN | 09/2014 | 09/2018 |
| Lpl Financial, Llc | Arden Hills | MN | 01/2018 | 12/2024 |
| Rbc Wealth Managment | Stillwater | MN | 05/2016 | 09/2016 |
| Baird Private Wealth Management | Minnetonka | MN | 05/2017 | 12/2017 |
| Wealth Enhancement Group | Plymouth | MN | 01/2018 | Present |
| Wealth Enhancement Advisory Services | Plymouth | MN | 06/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-26 |
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