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Employer firm

Advisory Solutions Group CRD 339919

$408M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • TURNKEY ASSET MANAGEMENT FOR RIA FIRMS

From the firm’s Form ADV. Read the guides:

Current Employers
Advisory Solutions Group

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-03-24
  • MN RA
    APPROVED
    Since 2026-03-24

Branch Locations

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

St Cloud, MN • United States

Wealth Enhancement Advisory Services, Llc

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2023-06-14
  • MN RA
    APPROVED
    Since 2023-06-14

Branch Locations

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

St Cloud, MN • 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
Cetera Advisors Networks Llc El Segundo CA 05/2013 08/2019
Cetera Investment Services Llc Saint Cloud MN 05/2013 07/2019
Cetera Advisors Llc Denver CO 12/2013 08/2019
Cetera Financial Specialists Llc Schaumburg IL 12/2013 08/2019
First Allied Securities, Inc. San Diego CA 10/2014 08/2019
Investors Capital Corporation Lynnfield MA 10/2014 11/2016
Legend Equities Corporation Palm Beach Gardens FL 10/2014 12/2016
Summit Brokerage Services, Inc. Boca Raton FL 10/2014 08/2019
Vsr Financial Services Overland Park KS 03/2015 11/2016
Girard Securities Inc San Diego CA 03/2015 11/2017
Amy Baltimore Cpa St Cloud MN 02/2018 04/2019
Cetera Investment Advisers Llc St Cloud MN 01/2021 05/2023
Cetera Investment Services St. Cloud MN 07/2019 05/2023
Lpl Financial Llc St. Cloud MN 05/2023 06/2025
Wealth Enhancement Group St Cloud MN 05/2023 Present
Wealth Enhancement Advisory Services St Cloud MN 05/2023 Present
Wealth Enhancement Brokerage Services St Cloud MN 05/2023 Present
Advisory Solutions Group St Cloud MN 03/2026 Present
  • 05/2013 → 08/2019
    Cetera Advisors Networks Llc
    El Segundo, CA
  • 05/2013 → 07/2019
    Cetera Investment Services Llc
    Saint Cloud, MN
  • 12/2013 → 08/2019
    Cetera Advisors Llc
    Denver, CO
  • 12/2013 → 08/2019
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 10/2014 → 08/2019
    First Allied Securities, Inc.
    San Diego, CA
  • 10/2014 → 11/2016
    Investors Capital Corporation
    Lynnfield, MA
  • 10/2014 → 12/2016
    Legend Equities Corporation
    Palm Beach Gardens, FL
  • 10/2014 → 08/2019
    Summit Brokerage Services, Inc.
    Boca Raton, FL
  • 03/2015 → 11/2016
    Vsr Financial Services
    Overland Park, KS
  • 03/2015 → 11/2017
    Girard Securities Inc
    San Diego, CA
  • 02/2018 → 04/2019
    Amy Baltimore Cpa
    St Cloud, MN
  • 01/2021 → 05/2023
    St Cloud, MN
  • 07/2019 → 05/2023
    Cetera Investment Services
    St. Cloud, MN
  • 05/2023 → 06/2025
    Lpl Financial Llc
    St. Cloud, MN
  • 05/2023 → Present
    Wealth Enhancement Group
    St Cloud, MN
  • 05/2023 → Present
    Wealth Enhancement Advisory Services
    St Cloud, MN
  • 05/2023 → Present
    Wealth Enhancement Brokerage Services
    St Cloud, MN
  • 03/2026 → Present
    St Cloud, MN
Previous Registrations
Other Businesses

WEALTH ENHANCEMENT ADVISORY SERVICES- ST CLOUD, MN - REGISTERED ADMIN ADVISORY SOLUTIONS GROUP - ST CLOUD, MN - REGISTERED ADMIN

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-25
  • S66 Uniform Combined State Law Examination
    2021-01-25
Other Names
  • Amy Lynn Rocheleau
  • Amy Lynn Campbell

View on SEC IAPD

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