Inactive

Jennifer Tse

Wealth Enhancement Advisory Services, LLC

CRD 7415381

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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

Authority	Category	Status	Date
NY	RA	APPROVED	2023-11-21

NY RA
APPROVED

Since 2023-11-21

Branch Locations

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

New York, NY • 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

Organization	City	State	From	To
Evercore Wealth Management	New York	NY	08/2009	03/2021
Wealthstream Advisors, Inc.	New York	NY	05/2021	06/2023
Wealth Enhancement Group	New York	NY	10/2023	Present
Wealth Enhancement Advisory Services	New York	NY	10/2023	Present
Unemployed	New York	NY	07/2023	09/2023

08/2009 → 03/2021

Evercore Wealth Management

New York, NY
05/2021 → 06/2023

Wealthstream Advisors, Inc.

New York, NY
10/2023 → Present

Wealth Enhancement Group

New York, NY
10/2023 → Present

Wealth Enhancement Advisory Services

New York, NY
07/2023 → 09/2023

Unemployed

New York, NY

Previous Registrations

2021-08-09 → 2023-06-20

Wealthstream Advisors, Inc.

New York, NY

Designations

Certified Financial Planner

Other Names

Jennifer Chen Tse

View on SEC IAPD

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