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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

AuthorityCategoryStatusDate
MN RA APPROVED 2024-03-11
  • MN RA
    APPROVED
    Since 2024-03-11

Branch Locations

505 N Highway 169 Suite 900, Plymouth, MN 55441 • 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
OrganizationCityStateFromTo
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
  • 04/2021 → 04/2023
    Lpl Financial, Llc
    Plymouth, MN
  • 04/2021 → 04/2023
    Wealth Enhancement Group
    Plymouth, MN
  • 07/2018 → 12/2019
    Rbc Wealth Management
    Minneapolis, MN
  • 07/2018 → 08/2018
    Torrid
    Eagan, MN
  • 06/2017 → 07/2018
    Knowledge Transfer Consulting Services
    Eagan, MN
  • 04/2017 → 06/2017
    Unemployed
    River Falls, WI
  • 05/2016 → 04/2017
    Uline
    Hudson, WI
  • 06/2020 → 06/2020
    Door Dash
    Plymouth, MN
  • 01/2020 → 04/2023
    Wealth Enhancement Brokerage Services
    Plymouth, MN
  • 04/2021 → 04/2023
    Wealth Enhancement Advisory Services
    Plymouth, MN
  • 03/2024 → Present
    Wealth Enhancement Group
    Plymouth, MN
  • 03/2024 → Present
    Wealth Enhancement Brokerage Services
    Plymouth, MN
  • 04/2023 → 02/2024
    Minnesota Society Of Certified Public Accounts
    Bloomington, MN
  • 03/2024 → Present
    Wealth Enhancement Advisory Services
    Plymouth, MN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-24
  • S66 Uniform Combined State Law Examination
    2021-08-24
Other Names
  • Brenna Noel Heiskari
  • Brenna Noel Ihli

View on SEC IAPD

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