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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 | 2024-02-22 |
| WI | RA | APPROVED | 2023-02-07 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
1241 John Q Hammons Dr Suite 100, Madison, WI 53717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2012 | 12/2022 |
| Park Capital Management, Llc | Madison | WI | 01/2017 | 12/2022 |
| Hausmann-Johnson Bauch Financial Llc | Madison | WI | 07/2012 | 01/2017 |
| Wealth Enhancement Advisory Services | Madison | WI | 02/2023 | Present |
| Wealth Enhancement Group | Madison | WI | 02/2023 | Present |
OLBRICH BOTANICAL SOCIETY FOUNDATION, INC. - INVESTMENT RELATED - MADISON, WI - BOARD MEMBER, DIRECTOR - START DATE: 08/07/2025 -1 HOUR SPENT PER MONTH, 1 HOUR SPENT DURING TRADING HOURS PER MONTH. WEALTH ENHANCEMENT GROUP - NON-INVESTMENT RELATED - MADISON, WI - FIXED INSURANCE - VP, FINANCIAL ADVISOR - START DATE: 10/2025 - 1 HOUR SPENT PER MONTH, 1 HOUR SPENT DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2009-06-30 |
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