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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
IL RA APPROVED 2022-10-03
LA RA APPROVED 2022-10-03
TX RA APPROVED 2022-10-03
WI RA APPROVED 2022-10-03
  • IL RA
    APPROVED
    Since 2022-10-03
  • LA RA
    APPROVED
    Since 2022-10-03
  • TX RA
    APPROVED
    Since 2022-10-03
  • WI RA
    APPROVED
    Since 2022-10-03

Branch Locations

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

8909 N Port Washington Rd Suite 206, Bayside, WI 53217 • 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
Sadoff Investment Management / Ronald Sadoff'S Major Trends Milwaukee WI 06/1997 09/2022
Wealth Enhancement Advisory Services Milwaukee WI 10/2022 Present
Wealth Enhancement Group Milwaukee WI 10/2022 Present
  • 06/1997 → 09/2022
    Sadoff Investment Management / Ronald Sadoff'S Major Trends
    Milwaukee, WI
  • 10/2022 → Present
    Wealth Enhancement Advisory Services
    Milwaukee, WI
  • 10/2022 → Present
    Wealth Enhancement Group
    Milwaukee, WI
Previous Registrations
  • 2002-09-17 → 2022-10-07
    Sadoff Investment Management Llc
    Milwaukee, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-01-27
  • S65 Uniform Investment Adviser Law Examination
    1993-01-27
Other Names
  • Bryan David Sadoff

View on SEC IAPD

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