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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-16 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Aventura, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsbc Bank Usa Na | Washington | DC | 06/2017 | 08/2017 |
| Hsbc Bank Usa Na | New York | NY | 07/2018 | 11/2020 |
| The George Washington University | Washington | DC | 09/2016 | 05/2018 |
| Iesc | Washington | DC | 01/2017 | 02/2017 |
| Washington Nationals Baseball Club | Washington | DC | 02/2016 | 11/2016 |
| The George Washington University | Washington | DC | 08/2014 | 05/2018 |
| Hsbc Securities (Usa) Inc. | New York | NY | 08/2018 | 11/2020 |
| J.P. Morgan Securities Llc | Sarasota | FL | 12/2020 | 04/2026 |
| Jpmorgan Chase Bank, N.A. | Sarasota | FL | 12/2020 | 04/2026 |
| Hsbc Bank Usa Na | Washington | DC | 09/2017 | 07/2018 |
| Wealth Enhancement Group | Aventura | FL | 04/2026 | Present |
| Wealth Enhancement Advisory Services | Aventura | FL | 04/2026 | Present |
| Wealth Enhancement Brokerage Services | Aventura | FL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-27 |
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