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Craig Allen Belisle

Wealth Enhancement Advisory Services, LLC

Atlanta, GA

Plymouth, MN

CRD 2736027

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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:

Current Employers
Wealth Enhancement Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2020-05-04
  • GA RA
    APPROVED
    Since 2020-05-04

Branch Locations

1100 Abernathy Rd Ne Suite 500, Atlanta, GA 30328 • United States

505 N Highway 169 Suite 900, Plymouth, MN 55441 • 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
Securian Financial Services, Inc. St. Paul MN 07/1996 04/2020
Minnesota Life St. Paul MN 07/1996 04/2020
Gv Atlanta, Inc. Atlanta GA 07/1996 11/2016
Gv Financial Advisors, Inc. Atlanta GA 07/1996 11/2016
Joyn Advisors, Inc. Atlanta GA 11/2016 04/2020
Joyn Atlanta, Inc. Atlanta GA 11/2016 04/2020
Wealth Enhancement Group Atlanta GA 05/2020 Present
Wealth Enhancement Advisory Services Atlanta GA 05/2020 Present
  • 07/1996 → 04/2020
    Securian Financial Services, Inc.
    St. Paul, MN
  • 07/1996 → 04/2020
    Minnesota Life
    St. Paul, MN
  • 07/1996 → 11/2016
    Gv Atlanta, Inc.
    Atlanta, GA
  • 07/1996 → 11/2016
    Gv Financial Advisors, Inc.
    Atlanta, GA
  • 11/2016 → 04/2020
    Joyn Advisors, Inc.
    Atlanta, GA
  • 11/2016 → 04/2020
    Joyn Atlanta, Inc.
    Atlanta, GA
  • 05/2020 → Present
    Wealth Enhancement Group
    Atlanta, GA
  • 05/2020 → Present
    Wealth Enhancement Advisory Services
    Atlanta, GA
Previous Registrations
  • 2000-11-13 → 2020-04-30
    Joyn Advisors, Inc.
    Atlanta, GA
  • 2007-08-01 → 2019-11-26
    Securian Financial Services, Inc.
    Atlanta, GA
    Atlanta, GA
  • 2000-11-13 → 2011-12-06
    Gv Financial Advisors, Inc.
    Atlanta, GA
Other Businesses

TRUSTEE. NON-INVESTMENT RELATED. I AM THE TRUSTEE OF A LIFE INSURANCE TRUST FOR MY BROTHER. START DATE: 05/1999. 0 HOURS/MONTH, 0 HOURS DURING TRADING HOURS. WEALTH ENHANCEMENT GROUP - NON-INVESTMENT RELATED - ATLANTA, GA - FIXED INSURANCE - SVP, FINANCIAL ADVISOR - START DATE: 01/2025 - 3 HOURS SPENT PER MONTH, 3 HOURS SPENT DURING TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-10-17
S63 Uniform Securities Agent State Law Examination 1996-05-03
  • S66 Uniform Combined State Law Examination
    2000-10-17
  • S63 Uniform Securities Agent State Law Examination
    1996-05-03
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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