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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 |
|---|---|---|---|
| SC | RA | APPROVED | 2024-10-01 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
124 Verdae Blvd Suite 504, Greenville, SC 29607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fintrust Capital Advisors, Llc | Greenville | SC | 02/2023 | 09/2024 |
| Lpl Financial Holdings, Inc. | Fort Mill | SC | 07/2021 | 02/2023 |
| Associate Staffing | Charlotte | NC | 02/2021 | 07/2021 |
| Chipotle Mexican Grill, Inc. | Clemson | SC | 01/2021 | 02/2021 |
| The Taylor Park Of Central | Central | SC | 05/2020 | 12/2020 |
| Unemployed Student | Clemson | SC | 03/2020 | 05/2020 |
| Mcdonald's Corporation | Clemson | SC | 01/2020 | 03/2020 |
| The Alumni Restaurant | Clemson | SC | 03/2019 | 11/2019 |
| Wells Fargo Bank, N.A. | Clemson | SC | 05/2019 | 07/2019 |
| Unemployed Student | Clemson | SC | 08/2017 | 03/2019 |
| Racing Metal Llc | York | SC | 05/2017 | 08/2017 |
| Unemployed Student | Clemson | SC | 08/2016 | 05/2017 |
| Wealth Enhancement Group | Greenville | SC | 10/2024 | Present |
| Wealth Enhancement Advisory Services | Greenville | SC | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-27 |
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