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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
UT RA APPROVED 2026-02-09
  • UT RA
    APPROVED
    Since 2026-02-09

Branch Locations

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

630 N Main St, Farmington, UT 84025 • 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 Farmington UT 02/2026 Present
Wealth Enhancement Advisory Services Farmington UT 02/2026 Present
Byu-Idaho Rexburg ID 09/2025 12/2025
Unemployed Hollister CA 06/2025 09/2025
Arrow Wealth Advisors San Antonio TX 03/2025 06/2025
Unemployed Hollister CA 12/2024 03/2025
Byu-Idaho Rexburg ID 09/2023 12/2024
The Church Of Jesus Christ Of Latter-Day Saints Las Vegas NV 09/2021 09/2023
Byu-Idaho Rexburg ID 09/2020 09/2021
San Benito High School Hollister CA 09/2016 09/2020
Unemployed Hollister CA 02/2016 09/2016
  • 02/2026 → Present
    Wealth Enhancement Group
    Farmington, UT
  • 02/2026 → Present
    Wealth Enhancement Advisory Services
    Farmington, UT
  • 09/2025 → 12/2025
    Byu-Idaho
    Rexburg, ID
  • 06/2025 → 09/2025
    Unemployed
    Hollister, CA
  • 03/2025 → 06/2025
    Arrow Wealth Advisors
    San Antonio, TX
  • 12/2024 → 03/2025
    Unemployed
    Hollister, CA
  • 09/2023 → 12/2024
    Byu-Idaho
    Rexburg, ID
  • 09/2021 → 09/2023
    The Church Of Jesus Christ Of Latter-Day Saints
    Las Vegas, NV
  • 09/2020 → 09/2021
    Byu-Idaho
    Rexburg, ID
  • 09/2016 → 09/2020
    San Benito High School
    Hollister, CA
  • 02/2016 → 09/2016
    Unemployed
    Hollister, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-08
  • S65 Uniform Investment Adviser Law Examination
    2025-03-08

View on SEC IAPD

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