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Current Employers
Wealth Enhancement Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-11-05
TX RA APPROVED_RES 2021-10-27
  • FL RA
    APPROVED
    Since 2021-11-05
  • TX RA
    APPROVED_RES
    Since 2021-10-27

Branch Locations

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

2665 S Bayshore Dr Suite 230, Coconut Grove, FL 33133 • 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
Investor Solutions Coconut Grove FL 01/2015 10/2021
Wealth Enhancement Group Coconut Grove FL 10/2021 Present
Wealth Enhancement Advisory Services Coconut Grove FL 10/2021 Present
  • 01/2015 → 10/2021
    Investor Solutions
    Coconut Grove, FL
  • 10/2021 → Present
    Wealth Enhancement Group
    Coconut Grove, FL
  • 10/2021 → Present
    Wealth Enhancement Advisory Services
    Coconut Grove, FL
Previous Registrations
  • 2015-02-04 → 2021-11-19
    Investor Solutions
    Coconut Grove, FL
  • 2011-07-15 → 2012-06-21
    Osaic Services, Inc.
    Pinecrest, FL
  • 2011-02-02 → 2011-06-20
    Miami, FL
    Miami, FL
  • 2010-04-14 → 2010-12-10
    Msi Financial Services, Inc.
    Plantation, FL
  • 2009-01-06 → 2009-11-13
    Berenfeld Advisory Services, Llc
    Coral Gables, FL
Other Businesses

WEALTH ENHANCEMENT GROUP - DBA FOR WEALTH ENHANCEMENT ADVISORY SERVICES ACTIVITIES. NO HOURS PER MONTH. INVESTOR TAX SERVICES, LLC - TAX PREPRATION. NO HOURS PER MONTH.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2010-08-19
S65 Uniform Investment Adviser Law Examination 2007-10-29
  • S63 Uniform Securities Agent State Law Examination
    2010-08-19
  • S65 Uniform Investment Adviser Law Examination
    2007-10-29
Designations
Other Names
  • Louis Leonard Feldman

View on SEC IAPD

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