Best Investors
Account
Sign in
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 |
|---|---|---|---|
| OH | RA | APPROVED | 2025-12-08 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
19111 Detroit Rd Suite 100, Rocky River, OH 44116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Cincinnati | OH | 06/2021 | 10/2021 |
| Topgolf | West Chester | OH | 06/2016 | 07/2017 |
| Phelan Insurance | West Chester | OH | 07/2019 | 08/2019 |
| Putters | Liberty Township | OH | 12/2018 | 06/2019 |
| Miami University | Oxford | OH | 01/2021 | 05/2021 |
| St. Xavier | Cincinnati | OH | 08/2013 | 06/2017 |
| Miami University | Oxford | OH | 08/2017 | 05/2021 |
| Unemployed | Cincinnati | OH | 05/2021 | 06/2021 |
| Mml Investor Services | Cincinnati | OH | 09/2021 | 10/2021 |
| Lm Kohn & Company | Blue Ash | OH | 11/2021 | 12/2025 |
| Wealth Enhancement Group | Rocky River | OH | 12/2025 | Present |
| Wealth Enhancement Advisory Services | Rocky River | OH | 12/2025 | Present |
| Wealth Enhancement Brokerage Services | Rocky River | OH | 12/2025 | Present |
WEALTH ENHANCEMENT ADVISORY SERVICES - INVESTMENT ADVISOR REPRESENTATIVE - ROCKY RIVER, OH. PROVIDE INVESTMENT ADVICE FOR A FEE. 180 HOURS PER MONTH, 130 HOURS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-08 |
Reach out to this advisor