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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2022-07-21 |
| IA | RA | APPROVED | 2022-07-01 |
| TX | RA | APPROVED | 2022-07-01 |
Branch Locations
5801 Pelican Bay Blvd Suite 302, Naples, FL 34108 • United States
1210 Jordan St Suite 3, North Liberty, IA 52317 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Coralville | IA | 10/2012 | 12/2017 |
| Hawkins Wealth Management | Coralville | IA | 10/2012 | 06/2022 |
| Wealth Enhancement Advisory Services | Naples | FL | 07/2022 | Present |
| Wealth Enhancement Group | Naples | FL | 07/2022 | Present |
HAWKINS INSURANCE - 1210 JORDAN ST, SUITE 3, NORTH LIBERTY, IA 52317. SELLING LIFE INSURANCE, LTC, DISABILITY. LESS THAN 1 HOUR SPENT PER MONTH, 0 HOURS DURING TRADING. TRH INVESTMENTS, LLC - 1210 JORDAN ST, SUITE 3, NORTH LIBERTY, IA 52317. REAL ESTATE AND INDUSTRIAL WAREHOUSE SPACE INVESTING. 0 HOURS SPENT PER MONTH, 0 HOURS DURING TRADING. MOMO INVESTMENTS, LLC - NON INVESTMENT REALTED - SOLON, IA - INVESTOR - START DATE: 06/2025 - 0 HOURS SPENT PER MONTH, 0 HOURS DURING TRADING. HANGER 319 LLC - NON-INVESTMENT RELATED - IOWA CITY, IA - PARTNER - START DATE: 07/2025 - 0 HOURS SPENT PER MONTH, 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-28 |
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