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Peter Edward Hoffmann

Wealth Enhancement Advisory Services, LLC

Plymouth, MN

West Conshohocken, PA

CRD 2388990

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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
PA RA APPROVED 2025-05-16
TX RA APPROVED 2025-05-16
  • PA RA
    APPROVED
    Since 2025-05-16
  • TX RA
    APPROVED
    Since 2025-05-16

Branch Locations

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

1001 Conshohocken State Rd Suite 600, West Conshohocken, PA 19428 • 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
Commonwealth Financial Network Glenside PA 07/1997 06/2021
Fourfront Advisors, Llc Exton PA 01/2020 06/2021
Marcum Wealth, Llc Philadelphia PA 07/2021 05/2025
Wealth Enhancement Group West Conshohocken PA 05/2025 Present
Wealth Enhancement Advisory Services West Conshohocken PA 05/2025 Present
  • 07/1997 → 06/2021
    Commonwealth Financial Network
    Glenside, PA
  • 01/2020 → 06/2021
    Fourfront Advisors, Llc
    Exton, PA
  • 07/2021 → 05/2025
    Marcum Wealth, Llc
    Philadelphia, PA
  • 05/2025 → Present
    Wealth Enhancement Group
    West Conshohocken, PA
  • 05/2025 → Present
    Wealth Enhancement Advisory Services
    West Conshohocken, PA
Previous Registrations
  • 2021-07-20 → 2025-05-20
    Marcum Wealth, Llc
    Philadelphia, PA
    Cleveland, OH
  • 2010-09-10 → 2021-06-29
    Commonwealth Financial Network
    Fort Washington, PA
    Horsham, PA
    Exton, PA
  • 2020-10-22 → 2021-06-28
    Fourfront Advisors, Llc
    Exton, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-09-20
  • S63 Uniform Securities Agent State Law Examination
    1993-09-20

View on SEC IAPD

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