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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
NC RA APPROVED 2021-12-08
  • NC RA
    APPROVED
    Since 2021-12-08

Branch Locations

4521 Sharon Rd Suite 400, Charlotte, NC 28211 • 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
Carroll Financial Associates Charlotte NC 09/2008 12/2021
Cetera Advisor Networks Llc El Segundo CA 01/2013 12/2021
Gebhardt Farms Llc Charlotte NC 08/2020 Present
King'S Cross Church Charlotte NC 03/2021 Present
Lpl Financial Llc Charlotte NC 12/2021 06/2025
Wealth Enhancement Group Charlotte NC 11/2021 Present
Wealth Enhancement Advisory Services Charlotte NC 11/2021 Present
Wealth Enhancement Brokerage Services Charlotte NC 12/2021 Present
  • 09/2008 → 12/2021
    Carroll Financial Associates
    Charlotte, NC
  • 01/2013 → 12/2021
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 08/2020 → Present
    Gebhardt Farms Llc
    Charlotte, NC
  • 03/2021 → Present
    King'S Cross Church
    Charlotte, NC
  • 12/2021 → 06/2025
    Lpl Financial Llc
    Charlotte, NC
  • 11/2021 → Present
    Wealth Enhancement Group
    Charlotte, NC
  • 11/2021 → Present
    Wealth Enhancement Advisory Services
    Charlotte, NC
  • 12/2021 → Present
    Wealth Enhancement Brokerage Services
    Charlotte, NC
Previous Registrations
  • 2012-05-02 → 2021-12-08
    Carroll Financial Associates Inc
    Charlotte, NC
Other Businesses

GEBHARDT FARMS LLC- Maple Syrup Retail & Wholesale- Marketing & Operations Manager- non-inv. related- Charlotte, NC- start date 2/2020- 12hrs/mth WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 11/1/2021 - 160 Hours Per Month/160 Hours During Securities Trading - Time Spent 98% - I provide administrative support to WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 11/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-04-16
  • S66 Uniform Combined State Law Examination
    2012-04-16
Other Names
  • Marianne Elizabeth Edwards
  • Marianne Edwards
  • Marianne Potter
  • Marianne Edwards Potter
  • Marianne Gebhardt

View on SEC IAPD

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