Maureen Ellen Hansen

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

• 08/2012 → 12/2020
  Sva Plumb Wealth Management, Llc
  Madison, WI
• 09/2012 → Present
  Sva Certified Public Accountants, S.C.
  Madison, WI
• 01/2021 → Present
  Wealth Enhancement Group
  Plymouth, MN
• 01/2021 → Present
  Wealth Enhancement Advisory Services
  Plymouth, MN

Previous Registrations

• 2012-01-10 → 2021-01-13
  Sva Wealth Management, Llc
  Madison, WI
  Brookfield, WI
• 2001-10-03 → 2012-01-05
  Sva Wealth Management, Inc.
  Brookfield, WI
  Madison, WI

Other Businesses

Wealth Enhancement Group DBA. SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C., NON INVESTMENT-RELATED, 1221 JOHN Q. HAMMONS DRIVE, MADISON, WI 53717, SVA CPA BOARD OF DIRECTORS, NON-INVESTMENT RELATED, 1221 JOHN Q HAMMONS DRIVE, MADISON, WI 53717 ACCOUNTING FIRM, BOARD MEMBER, 6/2017, 0-5 HRS/MONTH, OFFICER AND RELATED DUTIES; DIVERSIFIED SERVICES OF WISCONSIN, INC, NON INVESTMENT-RELATED, 1221 JOHN Q. HAMMONS DRIVE, MADISON, WI 53717, DIVERSIFIED SERVICES FIRM, SHAREHOLDER, 9/2012, 0-2 HOURS/MONTH, CLIENT SERVICES; SVA BUILDING PARTNERSHIP, LLP, NON INVESTMENT-RELATED, 1221 JOHN Q. HAMMONS DRIVE, MADISON, WI 53717, REAL ESTATE PARTNERSHIP, PARTNER, 9/2012, 0-2 HOURS/MONTH, GENERAL PARTNER. RENTAL PROPERTY - NOT INVESTMENT RELATED - MILL ROAD, SISTER BAY, WI - STARTED 2015 - 0 HOURS/MONTH, 0 HOURS SPENT DURING TRADING HOURS - CONDO RENTAL IN DOOR COUNTY, WI THAT'S RUN BY A MANAGEMENT FIRM.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-08
• S63 Uniform Securities Agent State Law Examination
  1996-02-29