John Martin Guidotti

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

• 03/2000 → 12/2019
  Royal Alliance Associates, Inc.
  West Chester, PA
• 02/2003 → 12/2019
  Capital Investment Services, Inc.
  West Chester, PA
• 01/2020 → 06/2021
  Hoover Financial Advisors, Inc.
  Malvern, PA
• 01/2020 → 06/2021
  Purshe Kaplan Sterling Investments
  Albany, NY
• 06/2021 → 06/2025
  Lpl Financial, Llc
  Malvern, PA
• 07/2021 → Present
  Wealth Enhancement Group
  Malvern, PA
• 07/2021 → Present
  Wealth Enhancement Advisory Services
  Plymouth, MN
• 07/2021 → Present
  Wealth Enhancement Brokerage Services
  Plymouth, MN

Previous Registrations

• 2020-01-10 → 2021-07-08
  Hoover Financial Advisors, Inc.
  Malvern, PA
• 2003-05-22 → 2019-12-31
  Capital Investment Services, Inc.
  West Chester, PA
  West Chester, PA

Other Businesses

1. 7/1/2021 - No Business Name - Investment Related - Home Based & WEST CHESTER, PA 19382 - Real Estate Rental - Started 5/21/2021 - Time Spent 1%. 2. 7/13/2021 - WEALTH ENHANCEMENT ADVISORY SERVICES LLC- Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - 160 Hours Per Month/6 Hours During Securities Trading - Time Spent 90% - I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 7/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-02-27
• S63 Uniform Securities Agent State Law Examination
  1997-10-31