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

Branch Locations

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

South Burlington, VT • 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 South Burlington VT 01/2026 Present
Wealth Enhancement Group South Burlington VT 01/2026 Present
Shoshone Adventure Consulting Saint Simons Island GA 10/2024 12/2025
North Fork Ranch Guide Service Shawnee CO 09/2021 07/2025
Front Range Anglers Boulder CO 06/2019 10/2024
Fish And Float Alaska Iliamna AK 07/2023 08/2024
Colorado College Colorado Springs CO 08/2015 05/2019
Kieve Wavus Education Damariscotta ME 06/2015 08/2017
  • 01/2026 → Present
    Wealth Enhancement Advisory Services
    South Burlington, VT
  • 01/2026 → Present
    Wealth Enhancement Group
    South Burlington, VT
  • 10/2024 → 12/2025
    Shoshone Adventure Consulting
    Saint Simons Island, GA
  • 09/2021 → 07/2025
    North Fork Ranch Guide Service
    Shawnee, CO
  • 06/2019 → 10/2024
    Front Range Anglers
    Boulder, CO
  • 07/2023 → 08/2024
    Fish And Float Alaska
    Iliamna, AK
  • 08/2015 → 05/2019
    Colorado College
    Colorado Springs, CO
  • 06/2015 → 08/2017
    Kieve Wavus Education
    Damariscotta, ME
Other Businesses

1. FISH & FLOAT ALASKA - NON-INVESTMENT RELATED - LLIAMA, AK - FISHING GUIDE - START DATE 07/2023 - 0 HOURS SPENT PER MONTH WITH 0 HOURS DURING TRADING - ACTING AS INDEPENDENT CONTRACTOR DOING GUIDED OVERNIGHT FISHING TRIPS IN ALASKA. 2. SHOSHONE ADVENTURE CONSULTING - NON-INVESTMENT RELATED - SAINT SIMONS ISLAND, GA - SALES CONSULTANT - START DATE 10/2024 - 5-10 HOURS SPENT PER MONTH WITH 0 HOURS DURING TRADING - ACTING AS INDEPENDENT CONTRACTOR BOOKING FISHING RELATED TRIPS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-09
  • S65 Uniform Investment Adviser Law Examination
    2025-10-09

View on SEC IAPD

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