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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
IL RA APPROVED 2025-05-21
  • IL RA
    APPROVED
    Since 2025-05-21

Branch Locations

100 Pierce Rd Suite 105, Itasca, IL 60143 • United States

505 N Highway 169 Suite 900, Plymouth, MN 55441 • 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 Advisory Services Itasca IL 05/2025 Present
Wealth Enhancement Group Itasca IL 04/2025 Present
Vermillion Financial Advisors South Barrington IL 05/2019 04/2025
Willow Creek Community Church South Barrington IL 05/2015 05/2019
  • 05/2025 → Present
    Wealth Enhancement Advisory Services
    Itasca, IL
  • 04/2025 → Present
    Wealth Enhancement Group
    Itasca, IL
  • 05/2019 → 04/2025
    Vermillion Financial Advisors
    South Barrington, IL
  • 05/2015 → 05/2019
    Willow Creek Community Church
    South Barrington, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-13
  • S65 Uniform Investment Adviser Law Examination
    2026-02-13
Designations
  • Certified Financial Planner
Other Names
  • Connor W Simios

View on SEC IAPD

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