Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| TN | RA | APPROVED | 2024-05-08 |
Branch Locations
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 |
|---|---|---|---|---|
| Fidelity Investments | Knoxville | TN | 11/2019 | 05/2023 |
| Lexington Medical Center | West Columbia | SC | 10/2018 | 10/2019 |
| Y-12 Federal Credit Union | Knoxville | TN | 08/2016 | 09/2018 |
| Wealth Enhancement Group | Oak Ridge | TN | 05/2023 | 03/2024 |
| Wealth Enhancement Brokerage Services | Oak Ridge | TN | 05/2023 | 03/2024 |
| Wealth Enhancement Advisory Services | Oak Ridge | TN | 05/2023 | 03/2024 |
| Wealth Enhancement Group | Oak Ridge | TN | 04/2024 | Present |
| Wealth Enhancement Brokerage Services | Oak Ridge | TN | 04/2024 | Present |
| Wealth Enhancement Advisory Services | Oak Ridge | TN | 04/2024 | Present |
1. Airbnb - Rental Property, not investment related - Owner - 5/1/2023 - 15 hours/month with 0 hours during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-15 |
Reach out to this advisor