Blake Endicott Stuart

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

Authority	Category	Status	Date
MA	RA	APPROVED	2022-09-22

MA RA
APPROVED

Since 2022-09-22

Branch Locations

10 Post Office Square Suite 1200 S, Boston, MA 02109 • 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

Organization	City	State	From	To
Wealth Enhancement Group	Boston	MA	04/2021	Present
Wealth Enhancement Advisory Services	Boston	MA	04/2021	Present
North American Management Corp	Boston	MA	08/2008	03/2021

04/2021 → Present

Wealth Enhancement Group

Boston, MA
04/2021 → Present

Wealth Enhancement Advisory Services

Boston, MA
08/2008 → 03/2021

North American Management Corp

Boston, MA

Other Businesses

1. REGINALD L. JONES 1995 IRREVOCABLE INSURANCE TRUST - NOT INVESTMENT RELATED - TRUSTEE - STARTED 2013, 1 HOUR/MONTH WITH 0 HOURS DURING TRADING 2. NORTH AMERICAN LEGACY CORP - NOT INVESTMENT RELATED - PRESIDENT, TREASURER, BOARD MEMBER - STARTED 04/01/2021 - 10 HOURS/MONTH WITH 5 HOURS DURING TRADING. 3. RALPH E STUART, JR TRUST (REV) - NOT INVESTMENT RELATED - TRUSTEE - STARTED 12/10/2022 - 1 HOURS/MONTH WITH 0 HOURS DURING TRADING. 4. RALPH & CAROL STUART GIFT TRUST #2 - NOT INVESTMENT RELATED - TRUSTEE - STARTED 11/16/2011 - 1 HOURS/MONTH WITH 1 HOURS DURING TRADING. 5. CAROL T STUART QPRT (IRREV) - NOT INVESTMENT RELATED - TRUSTEE - STARTED 03/27/2000 - 1 HOURS/MONTH WITH 1 HOURS DURING TRADING. 6. CAROL T STUART TRUST (REV) - NOT INVESTMENT RELATED - TRUSTEE - STARTED 12/10/2022 - 1 HOURS/MONTH WITH 1 HOURS DURING TRADING. 7. CAROL T STUART TRUST (IRREV) - NOT INVESTMENT RELATED - TRUSTEE - STARTED 12/21/2020 - 1 HOURS/MONTH WITH 1 HOURS DURING TRADING. 8. THE RALPH E & CAROL T STUART GENERATION - NOT INVESTMENT RELATED - TRUSTEE - STARTED 11/16/2021 - 1 HOURS/MONTH WITH 1 HOURS DURING TRADING. 9. RALPH E STUART JR IRREV TRUST 2020- NOT INVESTMENT RELATED - TRUSTEE - STARTED 12/21/2020 - 1 HOURS/MONTH WITH 1 HOURS DURING TRADING. 10. RALPH E. STUART, JR. - NOT INVESTMENT RELATED - POWER OF ATTORNEY - STARTED 5/04/2023 - 1 HOUR/MONTH WITH 0 HOURS DURING TRADING. 11. CAROL T. STUART - NOT INVESTMENT RELATED - POWER OF ATTORNEY - 1 HOUR/MONTH WITH 0 HOURS DURING TRADING. 12. KEITH B. STUART - NOT INVESTMENT RELATED - POWER OF ATTORNEY - 0 HOURS/MONTH WITH 0 HOURS DURING TRADING. 13. KEITH B. STUART - NOT INVESTMENT RELATED - CO-TRUSTEE ON BROTHER'S REVOCABLE TRUST - START DATE: 08/2026 - <1 HOUR SPENT PER MONTH, <1 HOUR SPENT DURING TRADING HOURS.