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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2025-07-16 |
| TX | RA | APPROVED_RES | 2025-07-16 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
7800 E Union Ave Suite 450, Denver, CO 80237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Denver | CO | 07/2020 | 06/2025 |
| Tiaa | Denver | CO | 07/2020 | 06/2025 |
| University Of Denver | Denver | CO | 09/2016 | 06/2020 |
| Blazing Hearth Pizza Mobile Catering | Medfield | MA | 05/2016 | 09/2018 |
| Sluggers Academy | Medfield | MA | 02/2016 | 04/2017 |
| Forget-Me-Not-Gardens | Medfield | MA | 06/2017 | 08/2017 |
| Tiaa | Denver | CO | 06/2019 | 08/2019 |
| Ups | Medfield | MA | 11/2016 | 12/2016 |
| Definitive Healthcare Llc | Framingham | MA | 11/2017 | 12/2017 |
| Wealth Enhancement Group | Denver | CO | 07/2025 | Present |
| Wealth Enhancement Brokerage Services | Denver | CO | 07/2025 | Present |
| Wealth Enhancement Advisory Services | Denver | CO | 07/2025 | Present |
1. WEALTH ENHANCEMENT ADVISORY SERVICES (WEAS) - IAR - START DATE 07/2025 - RIA FIRM USED FOR ADVISORY BASED BUSINESS - 160 HOURS SPENT PER MONTH WITH 160 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-12 |
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