Jeffrey John Hockert

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2007 → 06/2025
  Lpl Financial Llc
  Wayzata, MN
• 12/2001 → Present
  Wealth Enhancement Advisory Services, Llc
  Wayzata, MN
• 08/1999 → Present
  Wealth Enhancement Group, Llc.
  Wayzata, MN
• 02/2007 → Present
  Wealth Enhancement Brokerage Services, Llc.
  Wayzata, MN

Previous Registrations

• 2007-05-02 → 2011-05-19
  Lpl Financial Llc
  Wayzata, MN
  Fort Mill, SC
  Plymouth, MN

Other Businesses

REGISTERED INVESTMENT ADVISOR - WEALTH ENHANCEMENT ADVISORY SERVICES, LLC - REGISTERED INVESTMENT ADVISOR - PLYMOUTH, MN. OTHER-RADIO - PARTICIPATE IN WEG RADIO PROGRAM. CONTENT OF THIS PROGRAM IS REVIEWED BY ADVERTISING COMPLIANCE. OTHER-NOTARY PUBLIC - I AM A NOTARY PUBLIC. - TIME SPENT 1% - PLYMOUTH, MN. LUCKY CAPITAL,LLC - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - PLYMOUTH, MN.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-09-20
• S63 Uniform Securities Agent State Law Examination
  1994-09-23

Designations

• Certified Financial Planner

Other Names

• Jeff John Hockert