Best Investors Account Sign in
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
TX RA APPROVED_RES 2026-04-06
MI RA APPROVED 2026-04-02
  • TX RA
    APPROVED_RES
    Since 2026-04-06
  • MI RA
    APPROVED
    Since 2026-04-02

Branch Locations

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

1310 S Main St Suite 13, Ann Arbor, MI 48104 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Woodbury Financial Services Inc Ann Arbor MI 10/2015 01/2024
Osaic Wealth, Inc. Ann Arbor MI 01/2024 03/2026
Wealth Enhancement Group Ann Arbor MI 04/2026 Present
Wealth Enhancement Advisory Services Ann Arbor MI 04/2026 Present
Wealth Enhancement Brokerage Services Ann Arbor MI 04/2026 Present
  • 10/2015 → 01/2024
    Woodbury Financial Services Inc
    Ann Arbor, MI
  • 01/2024 → 03/2026
    Ann Arbor, MI
  • 04/2026 → Present
    Wealth Enhancement Group
    Ann Arbor, MI
  • 04/2026 → Present
    Wealth Enhancement Advisory Services
    Ann Arbor, MI
  • 04/2026 → Present
    Wealth Enhancement Brokerage Services
    Ann Arbor, MI
Previous Registrations
  • 2024-01-19 → 2026-04-02
    Ann Arbor, MI
  • 2015-11-12 → 2024-01-19
    Woodbury Financial Services, Inc.
    Ann Arbor, MI
    College Grove, TN
    Ann Arbor, MI
  • 2009-11-12 → 2015-10-21
    Ann Arbor, MI
    Ann Arbor, MI
Other Businesses

WEALTH ENHANCEMENT ADVISORY SERVICES - ANN ARBOR, MI - INVESTMENT ADVISOR REPRESENTATIVE. 160 HOURS PER MONTH, 120 HOURS DURING RADING HOURS. WEALTH ENHANCEMENT GROUP - ANN ARBOR, MI - INSURANCE AGENT. SELLING FIXED INSURANCE/ANNUITIES. 2 HOURS PER MONTH, 1 HOUR DURING TRADING HOURS.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-03-01
  • S63 Uniform Securities Agent State Law Examination
    1993-03-01

View on SEC IAPD

More in Plymouth, MN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor