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Cory Scott Meyer

Wealth Enhancement Advisory Services, LLC

Fort Washington, PA

Plymouth, MN

CRD 6300124

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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

AuthorityCategoryStatusDate
PA RA APPROVED 2018-12-01
  • PA RA
    APPROVED
    Since 2018-12-01

Branch Locations

501 W Office Center Dr Suite 101, Fort Washington, PA 19034 • 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
OrganizationCityStateFromTo
Pnc Investments Cleveland OH 02/2014 03/2018
Pnc Bank Cleveland OH 02/2014 03/2018
Gdm Advisory Group Ltd Jenkintown PA 04/2018 11/2018
Wealth Enhancement Group Plymouth MN 12/2018 Present
Wealth Enhancement Advisory Services Plymouth MN 12/2018 Present
  • 02/2014 → 03/2018
    Pnc Investments
    Cleveland, OH
  • 02/2014 → 03/2018
    Pnc Bank
    Cleveland, OH
  • 04/2018 → 11/2018
    Gdm Advisory Group Ltd
    Jenkintown, PA
  • 12/2018 → Present
    Wealth Enhancement Group
    Plymouth, MN
  • 12/2018 → Present
    Wealth Enhancement Advisory Services
    Plymouth, MN
Previous Registrations
  • 2018-04-18 → 2018-12-05
    Gdm Advisory Group Ltd
    Fort Washington, PA
  • 2014-07-18 → 2018-03-21
    Pnc Wealth Management Llc
    Cleveland, OH
Other Businesses

Wealth Enhancement Group DBA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-07-18
  • S66 Uniform Combined State Law Examination
    2014-07-18
Designations
  • Certified Financial Planner
Other Names
  • Corey Meyer
  • Cory Scott Meyer
  • Cory Meyer

View on SEC IAPD

Nearby Firms

BANCROFT CAPITAL, LLC
BARRISTER
COMMONWEALTH FINANCIAL NETWORK

Nearby Investors

CHARLES CLAUDE WEEKS
SEAN MICHAEL COOK
David Rucki

Nearby Offices

BANCROFT CAPITAL, LLC · FORT WASHINGTON, PA
BARRISTER · FORT WASHINGTON, PA
COMMONWEALTH FINANCIAL NETWORK · FORT WASHINGTON, PA

More in Fort Washington, PA

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