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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-01-23 |
| PA | RA | APPROVED | 2025-01-23 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
101 Wood Ave S 6Th Floor, Iselin, NJ 08830 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | Wall Township | NJ | 01/2015 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 01/2021 |
| Mml Investors Services, Llc | Wall Township | NJ | 03/2017 | 01/2021 |
| Ameriprise Financial Services, Llc | Red Bank | NJ | 01/2021 | 01/2025 |
| Lpl Financial Llc | Iselin | NJ | 01/2025 | 06/2025 |
| Wealth Enhancement Group | Iselin | NJ | 01/2025 | Present |
| Wealth Enhancement Brokerage Services | Iselin | NJ | 01/2025 | Present |
| Wealth Enhancement Advisory Services | Iselin | NJ | 01/2025 | Present |
WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:1/6/2025 -160 Hrs/Mth - 8 Hrs During Trading.I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 1/2025. 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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-06-10 |
| S65 | Uniform Investment Adviser Law Examination | 2011-03-21 |
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