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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
TX RA APPROVED 2025-06-27
  • TX RA
    APPROVED
    Since 2025-06-27

Branch Locations

950 E State Hwy 114 Suite 160, Office 145, Southlake, TX 76092 • United States

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

15851 Dallas Pkwy Suite 600, Office 631, Addison, TX 75001 • 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
Massmutual Financial Group Dallas TX 06/2015 03/2017
Mml Investor Services, Llc Dallas TX 11/2015 01/2017
Capital One Investment Plano TX 05/2017 04/2018
Hightower Advisors, Llc Chicago IL 11/2020 06/2021
The Vanguard Group, Inc. Dallas TX 10/2021 05/2022
Frontier Investment Management Dallas TX 04/2018 06/2021
Unemployed Mesquite TX 07/2021 09/2021
Goldman Sachs & Co. Llc Irving TX 05/2022 08/2023
Corda Investment Management, Llc Houston TX 08/2023 05/2025
Wealth Enhancement Group Southlake TX 06/2025 Present
Wealth Enhancement Advisory Services Southlake TX 06/2025 Present
  • 06/2015 → 03/2017
    Massmutual Financial Group
    Dallas, TX
  • 11/2015 → 01/2017
    Mml Investor Services, Llc
    Dallas, TX
  • 05/2017 → 04/2018
    Capital One Investment
    Plano, TX
  • 11/2020 → 06/2021
    Chicago, IL
  • 10/2021 → 05/2022
    The Vanguard Group, Inc.
    Dallas, TX
  • 04/2018 → 06/2021
    Frontier Investment Management
    Dallas, TX
  • 07/2021 → 09/2021
    Unemployed
    Mesquite, TX
  • 05/2022 → 08/2023
    Goldman Sachs & Co. Llc
    Irving, TX
  • 08/2023 → 05/2025
    Houston, TX
  • 06/2025 → Present
    Wealth Enhancement Group
    Southlake, TX
  • 06/2025 → Present
    Wealth Enhancement Advisory Services
    Southlake, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-27
S63 Uniform Securities Agent State Law Examination 2010-01-23
  • S66 Uniform Combined State Law Examination
    2021-02-27
  • S63 Uniform Securities Agent State Law Examination
    2010-01-23
Other Names
  • Damah Rankin
  • Damah A'REe Rankin
  • Damah A Rankin
  • Damah Aree Rankin

View on SEC IAPD

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