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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-13 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
10960 Wilshire Blvd Suite 405, Los Angeles, CA 90024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles | CA | 07/2018 | 05/2022 |
| Exed | Los Angeles | CA | 10/2017 | 07/2018 |
| I.A Vets T.T. | Santa Monica | CA | 01/2018 | 07/2018 |
| I.A. Vets T.T. | Santa Monica | CA | 02/2016 | 12/2017 |
| Bank Of America, N.A. | Los Angeles | CA | 07/2018 | 05/2022 |
| Texas A&M | College Station | TX | 01/2021 | 12/2023 |
| Wells Fargo Clearing Services, Llc | Pasadena | CA | 05/2022 | 12/2023 |
| Madison Partners | Madison | WI | 12/2023 | 01/2024 |
| Tiaa | Pasadena | CA | 05/2024 | 04/2025 |
| Tiaa-Cref Individual & Institutional Services, Llc | Pasadena | CA | 05/2024 | 04/2025 |
| Unemployed | Glendale | CA | 02/2024 | 04/2024 |
| Wealth Enhancement Advisory Services | Los Angeles | CA | 05/2025 | Present |
| Wealth Enhancement Group | Los Angeles | CA | 05/2025 | Present |
| Wealth Enhancement Brokerage Services | Los Angeles | CA | 01/2026 | Present |
WEALTH ENHANCEMENT GROUP - NON-INVESTMENT RELATED - LOS ANGELES, CA - FIXED INSURANCE - FINANCIAL ADVISOR - START DATE: 05/2025 - 4 HOURS SPENT PER MONTH, 1 HOUR SPENT DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-25 |
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