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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 |
|---|---|---|---|
| MA | RA | APPROVED | 2025-07-21 |
Branch Locations
10 Post Office Square Suite 1200 S, Boston, MA 02109 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hightower Advisors | Waltham | MA | 01/2021 | 06/2025 |
| Willis Towers Watson | Boston | MA | 08/2019 | 12/2020 |
| Bentley University | Waltham | MA | 09/2015 | 05/2019 |
| Wealth Enhancement Advisory Services | Boston | MA | 06/2025 | Present |
| Wealth Enhancement Group | Boston | MA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-30 |
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