Best Investors Account Sign in
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
MN RA APPROVED 2023-03-07
  • MN RA
    APPROVED
    Since 2023-03-07

Branch Locations

Golden Valley, MN • 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
Oak Hill Cemetery South St. Paul MN 06/2016 08/2017
University Of St. Thomas St. Paul MN 09/2018 09/2019
Degedio's Bar & Restaurant Inc. St. Paul MN 10/2018 01/2022
Simley High School Inver Grove Heights MN 03/2019 05/2022
Wealth Enhancement Group Plymouth MN 06/2021 Present
Unemployed Inver Grove Heights MN 08/2017 09/2018
Lpl Financial Llc Plymouth MN 10/2022 06/2025
Wealth Enhancement Advisory Services Plymouth MN 03/2023 Present
Wealth Enhancement Brokerage Services Plymouth MN 03/2023 Present
  • 06/2016 → 08/2017
    Oak Hill Cemetery
    South St. Paul, MN
  • 09/2018 → 09/2019
    University Of St. Thomas
    St. Paul, MN
  • 10/2018 → 01/2022
    Degedio's Bar & Restaurant Inc.
    St. Paul, MN
  • 03/2019 → 05/2022
    Simley High School
    Inver Grove Heights, MN
  • 06/2021 → Present
    Wealth Enhancement Group
    Plymouth, MN
  • 08/2017 → 09/2018
    Unemployed
    Inver Grove Heights, MN
  • 10/2022 → 06/2025
    Lpl Financial Llc
    Plymouth, MN
  • 03/2023 → Present
    Wealth Enhancement Advisory Services
    Plymouth, MN
  • 03/2023 → Present
    Wealth Enhancement Brokerage Services
    Plymouth, MN
Other Businesses

WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - registered admin

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-28
  • S66 Uniform Combined State Law Examination
    2023-01-28
Designations
  • Certified Financial Planner

View on SEC IAPD

More in Golden Valley, MN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor