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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 |
|---|---|---|---|
| TX | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2010-01-23 |
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