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Brett C Fingerhut

Wealth Enhancement Advisory Services, LLC

Coconut Grove, FL

Plymouth, MN

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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
FL RA APPROVED 2021-11-05
TX RA APPROVED 2021-10-26
  • FL RA
    APPROVED
    Since 2021-11-05
  • TX RA
    APPROVED
    Since 2021-10-26

Branch Locations

2665 S Bayshore Dr Suite 230, Coconut Grove, FL 33133 • 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
Investor Solutions Coconut Grove FL 07/2012 10/2021
Investor Solutions Coconut Grove FL 07/2011 10/2021
Wealth Enhancement Group Coconut Grove FL 10/2021 Present
Wealth Enhancement Advisory Services Coconut Grove FL 10/2021 Present
  • 07/2012 → 10/2021
    Investor Solutions
    Coconut Grove, FL
  • 07/2011 → 10/2021
    Investor Solutions
    Coconut Grove, FL
  • 10/2021 → Present
    Wealth Enhancement Group
    Coconut Grove, FL
  • 10/2021 → Present
    Wealth Enhancement Advisory Services
    Coconut Grove, FL
Previous Registrations
  • 2012-08-20 → 2021-11-19
    Investor Solutions
    Coconut Grove, FL
  • 2006-06-21 → 2009-05-13
    Equitable Advisors, Llc
    Miami Beach, FL
    Coral Gables, FL
Other Businesses

WEALTH ENHANCEMENT GROUP - USING THE NAME AS A DBA FOR THEIR WEALTH ENHANCEMENT ADVISORY SERVICES ACTIVITIES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-08-16
S66 Uniform Combined State Law Examination 2006-05-12
  • S65 Uniform Investment Adviser Law Examination
    2012-08-16
  • S66 Uniform Combined State Law Examination
    2006-05-12
Designations
Other Names
  • Brett C Fingerhut
  • Brett C. Fingerhut

View on SEC IAPD

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Other Offices

BANYAN CONTINUATION FUND ADVISORS, LLC · MIAMI, FL
BOYNE CAPITAL · MIAMI, FL
BOLDSTART VENTURES MANAGEMENT LLC · MIAMI, FL
ASCENDO VENTURES, LLC · MIAMI, FL
REMOTIV / FINANCIAL SOUNDINGS · COCONUT GROVE, FL
VIZCAYA CAPITAL PARTNERS LLC · MIAMI, FL
VIZCAYA CAPITAL, LLC · MIAMI, FL
OC INVESTMENT MANAGEMENT LP · MIAMI, FL

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