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Wealth Enhancement Advisory Services, LLC CRD 116407
$122B regulatory AUM 327 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-06-13 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Ann Arbor, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cnl Securities Corporation | Orlando | FL | 04/2016 | 05/2018 |
| Northern Lights Distributors, Llc | Omaha | NE | 09/2018 | 02/2021 |
| Swan Global Investments, Llc | Ann Arbor | MI | 09/2018 | 02/2021 |
| Unemployed | Altamonte Springs | FL | 05/2018 | 09/2018 |
| Planning Alternatives, Ltd | Birmingham | MI | 02/2021 | 06/2023 |
| Howard Bailey Securities Llc | Fort Wayne | IN | 06/2023 | 11/2023 |
| Wealth Enhancement Group | Ann Arbor | MI | 03/2025 | Present |
| Wealth Enhancement Advisory Services | Ann Arbor | MI | 05/2025 | Present |
| Unemployed | Fort Wayne | IN | 12/2023 | 02/2025 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-01-19 |
| S65 | Uniform Investment Adviser Law Examination | 1996-12-30 |
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