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Caden Mattson

Wealth Enhancement Advisory Services, LLC

Plymouth, MN

Bangor, ME

CRD 8017665

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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
ME RA APPROVED 2025-01-29
  • ME RA
    APPROVED
    Since 2025-01-29

Branch Locations

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

128 Broadway, Bangor, ME 04401 • 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
Wealth Enhancement Group Bangor ME 01/2025 Present
Wealth Enhancement Advisory Services Bangor ME 01/2025 Present
Vancegray Wealth Management Ellsworth ME 08/2024 12/2024
Kiewit Supply Network Lenexa KS 01/2024 08/2024
Kiewit Supply Network Woodcliff Lake NJ 05/2023 08/2023
Maine Maritime Academy Castine ME 08/2020 12/2023
Vancegray Wealth Management Ellsworth ME 05/2022 08/2022
First National Bank Blue Hill ME 12/2021 12/2023
Dan-A-Dew Farms Blue Hill ME 06/2013 08/2022
  • 01/2025 → Present
    Wealth Enhancement Group
    Bangor, ME
  • 01/2025 → Present
    Wealth Enhancement Advisory Services
    Bangor, ME
  • 08/2024 → 12/2024
    Vancegray Wealth Management
    Ellsworth, ME
  • 01/2024 → 08/2024
    Kiewit Supply Network
    Lenexa, KS
  • 05/2023 → 08/2023
    Kiewit Supply Network
    Woodcliff Lake, NJ
  • 08/2020 → 12/2023
    Maine Maritime Academy
    Castine, ME
  • 05/2022 → 08/2022
    Vancegray Wealth Management
    Ellsworth, ME
  • 12/2021 → 12/2023
    First National Bank
    Blue Hill, ME
  • 06/2013 → 08/2022
    Dan-A-Dew Farms
    Blue Hill, ME
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-05
  • S65 Uniform Investment Adviser Law Examination
    2024-10-05

View on SEC IAPD

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