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Matthew David Parks

Wealth Enhancement Advisory Services, LLC

Winter Springs, FL

Plymouth, MN

CRD 6679225

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Employer firm

Wealth Enhancement Advisory Services, LLC CRD 116407

$122B regulatory AUM 327 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars
  • ERISA 3(38) INVESTMENT MANAGER

From the firm’s Form ADV. Read the guides:

Current Employers
Wealth Enhancement Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-04-12
  • FL RA
    APPROVED
    Since 2022-04-12

Branch Locations

1700 Town Plaza Ct, Winter Springs, FL 32708 • 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
Jackson Wealth Management, Llc Lake Mary FL 06/2016 06/2020
University Of Central Florida Orlando FL 05/2014 12/2017
Financial Management Concepts Winter Springs FL 06/2020 03/2022
Wealth Enhancement Group Winter Springs FL 04/2022 Present
Wealth Enhancement Advisory Services Winter Springs FL 04/2022 Present
  • 06/2016 → 06/2020
    Jackson Wealth Management, Llc
    Lake Mary, FL
  • 05/2014 → 12/2017
    University Of Central Florida
    Orlando, FL
  • 06/2020 → 03/2022
    Financial Management Concepts
    Winter Springs, FL
  • 04/2022 → Present
    Wealth Enhancement Group
    Winter Springs, FL
  • 04/2022 → Present
    Wealth Enhancement Advisory Services
    Winter Springs, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-01-19
  • S65 Uniform Investment Adviser Law Examination
    2018-01-19
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

PLANMEMBER SECURITIES CORPORATION
EQUITABLE ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nearby Investors

MICHAEL STEPHEN BERZOVICH
ERIC CHARLES THARP
JUDAH-BEN ERNST

Nearby Offices

PLANMEMBER SECURITIES CORPORATION · WINTER SPRINGS, FL
EQUITABLE ADVISORS, LLC · WINTER SPRINGS, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WINTER SPRINGS, FL

More in Winter Springs, FL

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