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

Branch Locations

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

2601 Kelley Pointe Pkwy Suite 202, Edmond, OK 73013 • 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
Lpl Financial, Llc Oklahoma City OK 01/2016 12/2016
Private Advisor Group, Llc Morristown NJ 01/2016 12/2016
Windle Wealth, Llc Oklahoma City OK 01/2016 01/2017
Private Advisor Group, Llc Morristown NJ 01/2017 06/2018
Bancwest Investment Services Edmond OK 06/2018 07/2022
Bank Of The West Edmond OK 06/2018 06/2022
Lpl Financial Edmond OK 07/2022 06/2025
Householder Group Estate And Retirement Specialists, Llc Edmond OK 06/2022 10/2024
Wealth Enhancement Group Edmond OK 11/2024 Present
Wealth Enhancement Advisory Services Edmond OK 11/2024 Present
Wealth Enhancement Brokerage Services Edmond OK 11/2024 Present
  • 01/2016 → 12/2016
    Lpl Financial, Llc
    Oklahoma City, OK
  • 01/2016 → 12/2016
    Morristown, NJ
  • 01/2016 → 01/2017
    Windle Wealth, Llc
    Oklahoma City, OK
  • 01/2017 → 06/2018
    Morristown, NJ
  • 06/2018 → 07/2022
    Bancwest Investment Services
    Edmond, OK
  • 06/2018 → 06/2022
    Bank Of The West
    Edmond, OK
  • 07/2022 → 06/2025
    Lpl Financial
    Edmond, OK
  • 06/2022 → 10/2024
    Householder Group Estate And Retirement Specialists, Llc
    Edmond, OK
  • 11/2024 → Present
    Wealth Enhancement Group
    Edmond, OK
  • 11/2024 → Present
    Wealth Enhancement Advisory Services
    Edmond, OK
  • 11/2024 → Present
    Wealth Enhancement Brokerage Services
    Edmond, OK
Previous Registrations
  • 2022-07-08 → 2024-11-01
    Householder Group Estate & Retirement Specialists
    Scottsdale, AZ
    Edmond, OK
  • 2018-07-02 → 2022-07-21
    Bancwest Investment Services, Inc.
    Oklahoma City, OK
    Edmond, OK
    Ardmore, OK
    Enid, OK
    Oklahoma City, OK
    Warr Acres, OK
    Oklahoma City, OK
    Midwest City, OK
    Oklahoma City, OK
  • 2017-01-23 → 2018-08-21
    Edmond, OK
    Morristown, NJ
  • 2016-12-19 → 2017-01-18
    Oklahoma City, OK
  • 2016-01-26 → 2016-12-20
    Oklahoma City, OK
    Morristown, NJ
  • 2014-12-15 → 2016-02-01
    St Louis, MO
    Norman, OK
    Yukon, OK
Other Businesses

AFEA- American Financial Education Alliance - Not Investment Related - Local college or library - Other-Educational - Start Date: 12/22/2022 - 10 Hours Per Month/4 Hours During Securities Trading. Blue Horizon Ventures LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 01/01/2023 - 0 Hours Per Month/0 Hours During Securities Trading. White Glove 587 - Non-Inv Related - Other - Educational - Financial Advisor - Educational Presentations - Start Date: 2/1/2024 - 4 Hrs/Mo; 2 hrs During Trading. Wealth Enhancement Advisory Services - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date: 09/01/2024 - 160 Hrs/Mo -120 hrs During Trading. I provide investment advisory services through Wealth Enhancement Advisory Services, an independent investment advisor firm. I started this business activity in 9/2024. 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 services at http://www.adviserinfo.sec.gov/IAPD. Provex Roofing & Painting - Non-Investment Related - Edmond, OK - Co-Owner - Start Date: 09/01/2025 - 8 Hours Per Month, 0 Hours During Trading Hours. Wealth Enhancement Group - Investment Related - Edmond, OK - Fixed Insurance - SVP, Financial Advisor - Start Date: 10/2024 - 2 Hours Per Month, 2 Hours During Trading Hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-10-17
  • S66 Uniform Combined State Law Examination
    2014-10-17
Other Names
  • Skyler Glenn Hulslander
  • Skyler G Hulslander

View on SEC IAPD

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