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William Chandler Carr

Wealth Enhancement Advisory Services, LLC

Plymouth, MN

Jacksonville, FL

CRD 7011398

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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
FL RA APPROVED 2021-05-14
  • FL RA
    APPROVED
    Since 2021-05-14

Branch Locations

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

10751 Deerwood Park Blvd Suite 302, Jacksonville, FL 32256 • 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
Retirement Strategies Inc Jacksonville FL 01/2015 08/2018
Wealth Enhancement Group Jacksonville FL 08/2018 Present
  • 01/2015 → 08/2018
    Retirement Strategies Inc
    Jacksonville, FL
  • 08/2018 → Present
    Wealth Enhancement Group
    Jacksonville, FL
Other Businesses

DBA Wealth Enhancement Group

Designations
  • Certified Financial Planner

View on SEC IAPD

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