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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 |
|---|---|---|---|
| MN | RA | APPROVED | 2024-03-11 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Plymouth | MN | 04/2021 | 04/2023 |
| Wealth Enhancement Group | Plymouth | MN | 04/2021 | 04/2023 |
| Rbc Wealth Management | Minneapolis | MN | 07/2018 | 12/2019 |
| Torrid | Eagan | MN | 07/2018 | 08/2018 |
| Knowledge Transfer Consulting Services | Eagan | MN | 06/2017 | 07/2018 |
| Unemployed | River Falls | WI | 04/2017 | 06/2017 |
| Uline | Hudson | WI | 05/2016 | 04/2017 |
| Door Dash | Plymouth | MN | 06/2020 | 06/2020 |
| Wealth Enhancement Brokerage Services | Plymouth | MN | 01/2020 | 04/2023 |
| Wealth Enhancement Advisory Services | Plymouth | MN | 04/2021 | 04/2023 |
| Wealth Enhancement Group | Plymouth | MN | 03/2024 | Present |
| Wealth Enhancement Brokerage Services | Plymouth | MN | 03/2024 | Present |
| Minnesota Society Of Certified Public Accounts | Bloomington | MN | 04/2023 | 02/2024 |
| Wealth Enhancement Advisory Services | Plymouth | MN | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-24 |
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