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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
OR RA APPROVED 2024-11-01
TX RA APPROVED 2024-11-01
  • OR RA
    APPROVED
    Since 2024-11-01
  • TX RA
    APPROVED
    Since 2024-11-01

Branch Locations

2005 Madrona Ave Se, Salem, OR 97302 • United States

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

10135 Se Sunnyside Rd Suite 210, Clackamas, OR 97015 • 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
Householder Group Milwaukie OR 10/2013 10/2024
Lpl Financial, Llc Clackamas OR 02/2015 06/2025
Householder Group Estate & Retirement Specialists Clackamas OR 02/2016 10/2024
Wealth Enhancement Group Salem OR 11/2024 Present
Wealth Enhancement Advisory Services Salem OR 11/2024 Present
Wealth Enhancement Brokerage Services Salem OR 11/2024 Present
  • 10/2013 → 10/2024
    Householder Group
    Milwaukie, OR
  • 02/2015 → 06/2025
    Clackamas, OR
  • 02/2016 → 10/2024
    Householder Group Estate & Retirement Specialists
    Clackamas, OR
  • 11/2024 → Present
    Wealth Enhancement Group
    Salem, OR
  • 11/2024 → Present
    Wealth Enhancement Advisory Services
    Salem, OR
  • 11/2024 → Present
    Wealth Enhancement Brokerage Services
    Salem, OR
Previous Registrations
  • 2025-05-02 → 2025-07-02
    Fort Mill, SC
    Clackamas, OR
    Salem, OR
  • 2016-04-04 → 2024-11-01
    Householder Group Estate & Retirement Specialists
    Clackamas, OR
Other Businesses

InView, LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 06/01/2018 - 2 Hours Per Month During Securities Trading. No Business Name - Investment Related - At Reported Business Location(s) - Real Estate Rental - Start Date - 12/01/2022 - 0 Hours Per Month/0 Hours During Securities Trading White Glove 567 - Other - Educational - Not Investment Related - Start Date 10/02/2023 - 4 Hours Per Month/ 2 Hours During Trading Wealth Enhancement Advisory Services LLC - Registered Investment Advisor Hybrid- Inv. Related- At reported business location(s) start date 11/1/2024- 160hrs per mth /80 during trading - I provide investment advisory services through Wealth Enhancement Advisory Services, an independent investment advisor firm. I started this business activity in 12/2024. 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 service6s at http://www.adviserinfo.sec.gov/IAPD. Wealth Enhancement Group, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Producer - Start Date - 12/20/2024 - 8 Hours Per Month/5 Hours During Securities Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-05-08
  • S66 Uniform Combined State Law Examination
    2015-05-08
Other Names
  • Lisa Jenine Lemco
  • Lisa Jenine Ferguson

View on SEC IAPD

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