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Nicholas Wolejsza

Wealth Enhancement Advisory Services, LLC

Plymouth, MN

Seattle, WA

CRD 5078092

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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
WA RA APPROVED 2025-11-19
  • WA RA
    APPROVED
    Since 2025-11-19

Branch Locations

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

Seattle, WA • 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
Paychex Inc. Seattle WA 06/2016 05/2018
Paychex Securities Corporation Seattle WA 06/2016 01/2019
Paychex, Inc. Seattle WA 06/2018 01/2019
Fisher Investments Camas WA 01/2019 07/2024
Fisher Retirement Solutions Llc Dba Fisher\Smb Plano TX 07/2024 11/2025
Wealth Enhancement Group Seattle WA 11/2025 Present
Wealth Enhancement Advisory Services Seattle WA 11/2025 Present
  • 06/2016 → 05/2018
    Paychex Inc.
    Seattle, WA
  • 06/2016 → 01/2019
    Paychex Securities Corporation
    Seattle, WA
  • 06/2018 → 01/2019
    Paychex, Inc.
    Seattle, WA
  • 01/2019 → 07/2024
    Fisher Investments
    Camas, WA
  • 07/2024 → 11/2025
    Fisher Retirement Solutions Llc Dba Fisher\Smb
    Plano, TX
  • 11/2025 → Present
    Wealth Enhancement Group
    Seattle, WA
  • 11/2025 → Present
    Wealth Enhancement Advisory Services
    Seattle, WA
Previous Registrations
  • 2025-08-29 → 2025-11-18
    Seattle, WA
    Carrollton, TX
  • 2014-03-03 → 2016-01-15
    Td Ameritrade, Inc.
    Bellevue, WA
  • 2014-03-03 → 2016-01-15
    Td Ameritrade Investment Management, Llc
    Bellevue, WA
  • 2013-05-24 → 2014-02-20
    Newcastle, WA
    Bellevue, WA
    Seattle, WA
    Bellevue, WA
    Bellevue, WA
    Newcastle, WA
    Bellevue, WA
  • 2011-03-10 → 2013-05-29
    Bellevue, WA
Other Businesses

QUICK, LLC - Non investment-related - Seattle, WA 98103 - Rental property - Managing Member - 07/2024, 2 hours per month not during trading hours - 0 hours during trading hours - Rental Property

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-03-09
S63 Uniform Securities Agent State Law Examination 2006-03-10
  • S65 Uniform Investment Adviser Law Examination
    2011-03-09
  • S63 Uniform Securities Agent State Law Examination
    2006-03-10
Designations
  • Certified Financial Planner
Other Names
  • Nicholas M Wolejsza
  • Nicholas M Connors
  • Nick Wolejsza
  • Nicholas M Wolejsza
  • Nicholas Marion Wolejsza

View on SEC IAPD

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