Inactive

Mark Patrick Fredenburg

Wealth Enhancement Advisory Services, LLC

CRD 7101192

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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

Authority	Category	Status	Date
CA	RA	APPROVED	2022-11-16
TX	RA	APPROVED	2022-11-16

CA RA
APPROVED

Since 2022-11-16
TX RA
APPROVED

Since 2022-11-16

Branch Locations

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

1999 Harrison St Suite 1530, Oakland, CA 94612 • 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

Organization	City	State	From	To
Wells Fargo	San Francisco	CA	08/2006	04/2019
Btr Capital Management, Inc.	San Francisco	CA	04/2019	11/2022
Wealth Enhancement Advisory Services	Oakland	CA	11/2022	Present
Wealth Enhancement Group	Oakland	CA	11/2022	Present

08/2006 → 04/2019

Wells Fargo

San Francisco, CA
04/2019 → 11/2022

Btr Capital Management, Inc.

San Francisco, CA
11/2022 → Present

Wealth Enhancement Advisory Services

Oakland, CA
11/2022 → Present

Wealth Enhancement Group

Oakland, CA

Previous Registrations

2019-06-19 → 2022-12-06

Btr Capital Management Inc

Oakland, CA

Designations

Chartered Financial Analyst

Other Names

Mark P. Fredenburg

View on SEC IAPD

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