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John Wilmer Ellard

Wealth Enhancement Advisory Services, LLC

Atlanta, GA

Plymouth, MN

CRD 2178698

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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
GA RA APPROVED 2020-05-15
  • GA RA
    APPROVED
    Since 2020-05-15

Branch Locations

1100 Abernathy Rd Ne Suite 500, Atlanta, GA 30328 • 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
Veracor Consulting Group Atlanta GA 01/2005 12/2017
Minnesota Life Ins Co St Paul MN 09/2015 04/2020
Gv Financial Advisors Atlanta GA 09/2015 11/2016
Securian Financial Services, Inc St Paul MN 09/2015 04/2020
Gv Atlanta, Inc. Atlanta GA 09/2015 11/2016
Joyn Advisors, Inc. Atlanta GA 11/2016 04/2020
Joyn Atlanta, Inc. Atlanta GA 11/2016 04/2020
Wealth Enhancement Group Plymouth MN 05/2020 Present
Wealth Enhancement Advisory Services Plymouth MN 05/2020 Present
  • 01/2005 → 12/2017
    Veracor Consulting Group
    Atlanta, GA
  • 09/2015 → 04/2020
    Minnesota Life Ins Co
    St Paul, MN
  • 09/2015 → 11/2016
    Gv Financial Advisors
    Atlanta, GA
  • 09/2015 → 04/2020
    Securian Financial Services, Inc
    St Paul, MN
  • 09/2015 → 11/2016
    Gv Atlanta, Inc.
    Atlanta, GA
  • 11/2016 → 04/2020
    Joyn Advisors, Inc.
    Atlanta, GA
  • 11/2016 → 04/2020
    Joyn Atlanta, Inc.
    Atlanta, GA
  • 05/2020 → Present
    Wealth Enhancement Group
    Plymouth, MN
  • 05/2020 → Present
    Wealth Enhancement Advisory Services
    Plymouth, MN
Previous Registrations
  • 2015-10-19 → 2020-04-30
    Joyn Advisors, Inc.
    Atlanta, GA
  • 2005-06-03 → 2015-09-01
    Kestra Investment Services, Llc
    Atlanta, GA
  • 2003-04-09 → 2005-10-21
    The Benefit Company, Inc.
    Atlanta, GA
  • 2003-03-31 → 2005-06-02
    Atlanta, GA
Other Businesses

1.) ATLANTA ESTATE PLANNING COUNCIL - NOT INVESTMENT RELATED - 1160 POINTCLEAR PLACE, #1618, HUNTSVILLE, AL 35824 - BOARD MEMBER - STARTED 08/01/2023 - 1-2 HOURS/MONTH, 1 HOUR SPENT DURING TRADING HOURS - NON-PROFIT ORGANZIATION THAT PROMOTES EDUCATION AND COLLABORATION FOR ATTORNEYS, CPAS, WEALTH ADVISORS, AND OTHER PROFESSIONALS IN ESTATE PLANNING COMMUNITY. 2.) CHILDREN'S LEGACY ADVISORS - NOT INVESTMENT RELATED - 1160 POINTCLEAR PLACE, #1618, HUNTSVILLE, AL 35824 - LEGACY COUNCIL MEMBER - STARTED 08/01/2023 - 1-2 HOURS/MONTH, 1 HOUR SPENT DURING TRADING HOURS - THIS IS AN UNOFFICIAL GROUP OF ATTORNEYS, CPAS, AND WEALTH ADVISORS THAT PROMOTES EDUCATION AND COLLABORATION.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-02-23
S63 Uniform Securities Agent State Law Examination 1991-11-05
  • S65 Uniform Investment Adviser Law Examination
    1999-02-23
  • S63 Uniform Securities Agent State Law Examination
    1991-11-05
Designations
  • Certified Financial Planner

View on SEC IAPD

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