Best Investors
Account
Sign in
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 |
|---|---|---|---|
| WA | RA | APPROVED | 2025-11-19 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-10 |
Reach out to this advisor