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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 |
|---|---|---|---|
| LA | RA | APPROVED | 2024-06-10 |
| TX | RA | APPROVED | 2024-06-03 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
5599 San Felipe Suite 900, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Financial Advisory Group, Inc. | Houston | TX | 05/1997 | 05/2024 |
| Wealth Enhancement Group | Houston | TX | 06/2024 | Present |
| Wealth Enhancement Advisory Services | Houston | TX | 06/2024 | Present |
THE PRACTICE ADVISORY GROUP, LLC. - HOUSTON, TX - 2 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS. MEDICAL & DENTAL PRACTICE MANAGEMENT SERVICES BACK OFFICE SUPPORT SEVICES, LLC - HOUSTON, TX - 0 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS. BOOKEEPING & BACK OFFICE SERVICES FOR NON-MEDICAL CLIENTS WEALTH ENHANCEMENT TAX AND CONSULTING SERVICES, LLC - HOUSTON, TX - 20 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS. TAX PREPARATION
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-05-10 |
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