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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2025-02-04 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marion Wealth Management | Monroeville | PA | 03/2022 | 01/2025 |
| Wealthpoint Financial Llc | Monroeville | PA | 01/2022 | 01/2025 |
| Tcc | Shippensburg | PA | 09/2021 | 12/2021 |
| Bny Mellon | Pittsburgh | PA | 01/2021 | 06/2021 |
| Indiana University Of Pennsylvania | Indiana | PA | 08/2016 | 12/2020 |
| Wealth Enhancement Group | Johnstown | PA | 01/2025 | Present |
| Wealth Enhancement Advisory Services | Johnstown | PA | 01/2025 | Present |
Retta LLC - Non-Investment Related - Windber, PA - Rental Property - Secretary - Start Date: 09/2025 - 5 Hours Spent Per Month, 0 Hours Spent During Trading Hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-30 |
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