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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 |
|---|---|---|---|
| OK | RA | APPROVED | 2024-11-01 |
| TX | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-17 |
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