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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 |
|---|---|---|---|
| WI | RA | APPROVED | 2019-11-19 |
Branch Locations
3071 Voyager Dr Suite A, Green Bay, WI 54311 • United States
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 |
|---|---|---|---|---|
| Wealth Enhancement Group | Green Bay | WI | 04/2019 | Present |
| Summit Planning Group | Green Bay | WI | 01/2018 | 03/2019 |
| Amerilux International | Depere | WI | 01/2017 | 12/2017 |
| Capital Credit Union | Green Bay | WI | 06/2015 | 12/2017 |
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