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Eugene Choi

Wealth Enhancement Advisory Services, LLC

San Diego, CA

Plymouth, MN

CRD 5705499

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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
CA RA APPROVED 2024-01-19
  • CA RA
    APPROVED
    Since 2024-01-19

Branch Locations

San Diego, CA • United States

505 N Highway 169 Suite 900, Plymouth, MN 55441 • 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
Dunham & Associates Investment Counsel, Inc. San Diego CA 04/2016 01/2024
Wealth Enhancement Group San Diego CA 01/2024 Present
Wealth Enhancement Advisory Services San Diego CA 01/2024 Present
  • 04/2016 → 01/2024
    Dunham & Associates Investment Counsel, Inc.
    San Diego, CA
  • 01/2024 → Present
    Wealth Enhancement Group
    San Diego, CA
  • 01/2024 → Present
    Wealth Enhancement Advisory Services
    San Diego, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-05-23
S63 Uniform Securities Agent State Law Examination 2011-12-05
  • S66 Uniform Combined State Law Examination
    2013-05-23
  • S63 Uniform Securities Agent State Law Examination
    2011-12-05
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant

View on SEC IAPD

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