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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 |
|---|---|---|---|
| WI | RA | APPROVED | 2024-10-23 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
300 N Corporate Dr Suite 270, Brookfield, WI 53045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mequon | WI | 06/2014 | 09/2021 |
| Raymond James Financial Services, Inc. | Mequon | WI | 09/2021 | 05/2022 |
| Steward Partners Investment Advisory, Llc | Mequon | WI | 09/2021 | 10/2024 |
| Steward Partners Investment Solutions, Llc | Mequon | WI | 05/2022 | 10/2024 |
| O'HAre Wealth Management | Mequon | WI | 09/2021 | 10/2024 |
| Wealth Enhancement Group | Brookfield | WI | 10/2024 | Present |
| Wealth Enhancement Advisory Services | Brookfield | WI | 10/2024 | Present |
1) Name of Business: Remington's River Inn; City/State: Thiensville, WI; Activity Type: Part-time employment; Position/Title: Waitress/Server; Description of duties: take drink and food orders, deliver food and process payments for food; Start date: 07/26/2024; 2 HRs/Mo devoted to this activity; 0 HRs/Mo devoted to this activity during trading hours; Not Investment related. 2) Wealth Enhancement Group - Investment Related - Brookfield, WI - Fixed Insurance - Financial Advisor - Start Date: 10/2025 - 1 Hour Spent Per Month, 1 Hour Spent During Trading Hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-27 |
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