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Current Employers
Wealth Enhancement Advisory Services, Llc

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-12-16
TX RA APPROVED 2024-12-16
  • CA RA
    APPROVED
    Since 2024-12-16
  • TX RA
    APPROVED
    Since 2024-12-16

Branch Locations

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

515 Marin St Suite 320, Thousand Oaks, CA 91360 • 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 Newbury Park CA 08/2018 01/2019
Lpl Financial, Llc Thousand Oaks CA 01/2019 06/2025
Bank Of America Simi Valley CA 03/2011 08/2018
Cornerstone Wealth Management, Llc Newbury Park CA 04/2019 07/2023
Wcg Wealth Advisors, Llc Thousand Oaks CA 07/2023 12/2024
Wealth Enhancement Group Thousand Oaks CA 12/2024 Present
Wealth Enhancement Advisory Services Thousand Oaks CA 12/2024 Present
Wealth Enhancement Brokerage Services Thousand Oaks CA 12/2024 Present
  • 08/2018 → 01/2019
    Lpl Financial, Llc
    Newbury Park, CA
  • 01/2019 → 06/2025
    Lpl Financial, Llc
    Thousand Oaks, CA
  • 03/2011 → 08/2018
    Bank Of America
    Simi Valley, CA
  • 04/2019 → 07/2023
    Newbury Park, CA
  • 07/2023 → 12/2024
    Wcg Wealth Advisors, Llc
    Thousand Oaks, CA
  • 12/2024 → Present
    Wealth Enhancement Group
    Thousand Oaks, CA
  • 12/2024 → Present
    Wealth Enhancement Advisory Services
    Thousand Oaks, CA
  • 12/2024 → Present
    Wealth Enhancement Brokerage Services
    Thousand Oaks, CA
Previous Registrations
Other Businesses

Wealth Enhancement Group- Registered Investment Advisor - I provide investment advisory services through Wealth Enhancement Group, an independent investment advisor firm. I started this business activity in 9/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. INV Related- At Reported Business Location(s)- Start date 09/01/2024- 160 Hours Per Month- 120 Hours During Trading Wealth Enhancement Group - Investment Related - Thousand Oaks, CA - Fixed Insurance - Financial Advisor - Start Date: 04/2019 - 5 Hours Spent Per Month, 5 Hours Spent During Trading Hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-04
  • S66 Uniform Combined State Law Examination
    2019-04-04
Other Names
  • Jessica Renee Lubetich
  • Jessica Anseth
  • Jessica Renee Anseth

View on SEC IAPD

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