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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 |
|---|---|---|---|
| MN | RA | APPROVED | 2013-12-19 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Minnetonka, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Enhancement Group | Plymouth | MN | 08/2009 | Present |
| Lpl Financial Llc | Plymouth | MN | 03/2011 | 06/2025 |
| Wealth Enhancement Advisory Services | Plymouth | MN | 03/2011 | Present |
| Wealth Enhancement Brokage Services | Plymouth | MN | 07/2012 | Present |
1. 03/28/11 - WEALTH ENHANCEMENT GROUP, LLC/ DBA ONLY/ PLYMOUTH, MN 2. 03/28/11 - WEALTH ENHANCEMENT ADVISORY SERVICES, LLC/ REGISTERED INVESTMENT ADVISOR DBA/ PLYMOUTH, MN
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-29 |
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