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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 | 2024-06-03 |
| TX | RA | APPROVED | 2024-06-03 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
2401 Eastlawn Dr, Midland, MI 48642 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Midland | MI | 06/1998 | 06/2024 |
| Gavin & Associates, Llc | Midland | MI | 06/1998 | 05/2024 |
| Raymond James Financial Services Advisors Inc. | Midland | MI | 10/2011 | 06/2024 |
| Big Brothers Big Sisters Of The Great Lakes Bay Region | Midland | MI | 12/2007 | Present |
| Gavin And Associates, Llc | Midland | MI | 01/2001 | 05/2024 |
| Gavin Aviation, Llc | Midland | MI | 02/2020 | Present |
| Gavin Financial Group | Midland | MI | 06/2023 | 06/2024 |
| Lpl Financial Llc | Midland | MI | 06/2024 | 06/2025 |
| Wealth Enhancement Group | Midland | MI | 06/2024 | Present |
| Wealth Enhancement Advisory Services | Midland | MI | 06/2024 | Present |
| Wealth Enhancement Brokerage Services | Midland | MI | 06/2024 | Present |
1) 05/14/2024 - TEN4SEVENTY HOLDINGS LLC - Real Estate Rental - Investment Related - Co- owner with, wife - Midland, Ml 48640 - 4hrs/mth 2) 05/14/2024 - Public Notary - Investment Related - Midland, Ml 48642 - 1 hr/mth 3) 05/14/2024 - GAVIN AVIATION LLC - Midland, Ml 48640 - 1hr/mth - Co- Owner and manager with wife 4) 05/14/2024 - Gavin and Associates, LLC - Business Entity For Tax/Investment Purposes Only - Co- Owner with wife 5) 07/02/2024 - WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 6/1/24 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 7/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its service6s at http://www.adviserinfo.sec.gov/IAPD.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-07-31 |
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