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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
MD RA APPROVED 2026-02-04
  • MD RA
    APPROVED
    Since 2026-02-04

Branch Locations

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

10440 Little Patuxent Pkwy Suite 570, Columbia, MD 21044 • 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
Southwest Airlines Baltimore MD 09/2015 Present
T Rowe Price Owings Mills MD 06/2019 06/2020
Northwestern Mutual Life Insurance Company Milwaukee WI 11/2024 02/2025
Northwestern Mutual Investment Services Llc Hunt Valley MD 11/2024 02/2025
Meridian Bank Towson MD 10/2020 10/2022
Union Bethel Amec Randallstown MD 04/2020 Present
Wealth Enhancement Group Columbia MD 03/2025 Present
Wealth Enhancement Brokerage Services Columbia MD 10/2025 Present
Wealth Enhancement Advisory Services Columbia MD 02/2026 Present
  • 09/2015 → Present
    Southwest Airlines
    Baltimore, MD
  • 06/2019 → 06/2020
    T Rowe Price
    Owings Mills, MD
  • 11/2024 → 02/2025
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 11/2024 → 02/2025
    Northwestern Mutual Investment Services Llc
    Hunt Valley, MD
  • 10/2020 → 10/2022
    Meridian Bank
    Towson, MD
  • 04/2020 → Present
    Union Bethel Amec
    Randallstown, MD
  • 03/2025 → Present
    Wealth Enhancement Group
    Columbia, MD
  • 10/2025 → Present
    Wealth Enhancement Brokerage Services
    Columbia, MD
  • 02/2026 → Present
    Wealth Enhancement Advisory Services
    Columbia, MD
Other Businesses

1. SOUTHWEST AIRLINES - NON-INVESTMENT RELATED - BALTIMORE, MD - RAMP AGENT - START DATE 09/2015 - SERVICE OF PLANES AND BAGGAGE - 32 HOURS SPENT PER MONTH WITH 0 HOURS DURING TRADING. 2. UNION BETHEL CHURCH - NON-INVESTMENT RELATED - RANDALLSTOWN, MD - DIRECTOR OF IT - START DATE 04/2020 - RESPONSIBLE FOR AUDIO/VISUAL SETUP FOR THE CHURCH, ASSISTING WITH LIVE STREAM AND CREATING VISUAL ASPECTS FOR SERVICES, MEETINGS, ETC. - 24 HOURS SPENT PER MONTH WITH 0 HOURS DURING TRADING.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-03
  • S66 Uniform Combined State Law Examination
    2026-02-03
Other Names
  • William Michael Saunders
  • William M Saunders
  • William Saunders
  • Will Saunders

View on SEC IAPD

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