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Rachel Ann Carlson

Wealth Enhancement Advisory Services, LLC

Plymouth, MN

Denver, CO

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Current Employers
Wealth Enhancement Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-05-12
TX RA APPROVED 2026-05-12
  • CO RA
    APPROVED
    Since 2026-05-12
  • TX RA
    APPROVED
    Since 2026-05-12

Branch Locations

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

100 Saint Paul St Suite 640, Denver, CO 80206 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 03/2008 05/2017
D.A. Davidson Colorado Springs CO 12/2023 05/2026
Unemployed Highlands Ranch CO 05/2017 12/2023
Wealth Enhancement Group Denver CO 05/2026 Present
Wealth Enhancement Advisory Services Denver CO 05/2026 Present
  • 03/2008 → 05/2017
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    San Francisco, CA
  • 12/2023 → 05/2026
    D.A. Davidson
    Colorado Springs, CO
  • 05/2017 → 12/2023
    Unemployed
    Highlands Ranch, CO
  • 05/2026 → Present
    Wealth Enhancement Group
    Denver, CO
  • 05/2026 → Present
    Wealth Enhancement Advisory Services
    Denver, CO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-23
  • S66 Uniform Combined State Law Examination
    2024-09-23
Other Names
  • Rachel Ann Carlson
  • Rachel Carlson
  • Rachel Kellmann
  • Rachel Ann Kellmann

View on SEC IAPD

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