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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2021-07-01 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
12121 Wilshire Blvd Suite 1250, Los Angeles, CA 90025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 07/2015 | 01/2020 |
| Pinecone Research | Scottsdale | AZ | 09/2015 | 01/2020 |
| Oakwood Capital Management | Los Angele | CA | 03/1998 | 07/2021 |
| Wealth Enhancement Group | Plymouth | MN | 07/2021 | Present |
| Wealth Enhancement Advisory Services | Plymouth | MN | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-12 |
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