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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 |
|---|---|---|---|
| OK | RA | APPROVED | 2026-08-17 |
| TX | RA | APPROVED_RES | 2026-08-17 |
Branch Locations
1000 W Wilshire Blvd Suite 315, Oklahoma City, OK 73116 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
1000 W Wilshire Ste 315, Oklahoma City, OK 73116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-01-06 |
| TX | RA | APPROVED | 2012-01-24 |
Branch Locations
1000 W Wilshire Ste 315, Oklahoma City, OK 73116 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Servo Wealth Management Llc | Oklahoma City | OK | 10/2011 | 08/2026 |
| Wealth Enhancement Group | Oklahoma City | OK | 08/2026 | Present |
| Wealth Enhancement Advisory Services | Oklahoma City | OK | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-24 |
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