Christian Lou Okada

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

• 04/2015 → Present
  Wealth Enhancement Group
  Woodbury, MN
• 04/2015 → 06/2025
  Lpl Financial Llc
  Plymouth, MN
• 02/2016 → Present
  Wealth Enhancement Brokerage Services
  Plymouth, MN
• 11/2016 → Present
  Wealth Enhancement Advisory Services
  Plymouth, MN

Other Businesses

Wealth Enhancement Advisory Services, LLC - DBA: Wealth Enhancement Advisory Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Time Spent 50% - RIA provides asset management and financial services. South Washington School District - Not Investment Related - 4200 Pioneer Drive, Woodbury MN 55129 - Outside/W-2 Employment - Start 08/31/2017 - 5 Hours Per Month/1 Hour During Securities Trading - Chain Crew. Wealth Enhancement Group - Investment Related - Woodbury, MN - Fixed Insurance - SVP, Financial Advisor - Start Date: 09/2024 - 1 HOUR SPENT PER MONTH, 1 HOUR DURING TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2016-11-03

Designations

• Certified Financial Planner