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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 |
|---|---|---|---|
| LA | RA | APPROVED | 2019-08-26 |
| TX | RA | APPROVED | 2019-08-08 |
Branch Locations
1800 W Loop S Suite 1900, Houston, TX 77027 • United States
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 |
|---|---|---|---|---|
| Fisher Investments | Camas | WA | 06/2016 | 03/2018 |
| Raymond James Financial Services,Inc | Sugar Land | TX | 03/2018 | 07/2019 |
| Raymond James Financial Services Advisors, Inc | Sugar Land | TX | 03/2018 | 07/2019 |
| Lpl Financial, Llc | Houston | TX | 07/2019 | 06/2025 |
| Wealth Enhancement Group | Houston | TX | 07/2019 | Present |
| Wealth Enhancement Advisory Services | Houston | TX | 08/2019 | Present |
WINEHILL CAPITAL, LLC./ REAL ESTATE RENTAL/ INVESTMENT RELATED/ 0%/ 5934 LAGUNA BEACH LN, HOUSTON, TX 77036
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-17 |
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