Best Investors Account Sign in
Inactive

Katherine B Mullin

Wealth Enhancement Advisory Services, LLC

Plymouth, MN

Malvern, PA

CRD 7482687

Claim This Profile
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 2026-01-12
  • PA RA
    APPROVED
    Since 2026-01-12

Branch Locations

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

30 Liberty Blvd Suite 200, Malvern, PA 19355 • 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
Wealth Enhancement Group Malvern PA 07/2024 Present
Wealth Enhancement Advisory Services Malvern PA 01/2026 Present
Clemson University Clemson SC 08/2020 06/2024
Conestoga High School Berwyn PA 08/2016 08/2020
  • 07/2024 → Present
    Wealth Enhancement Group
    Malvern, PA
  • 01/2026 → Present
    Wealth Enhancement Advisory Services
    Malvern, PA
  • 08/2020 → 06/2024
    Clemson University
    Clemson, SC
  • 08/2016 → 08/2020
    Conestoga High School
    Berwyn, PA
Designations
  • Certified Financial Planner
Other Names
  • Katherine Barrett Mullin
  • Katherine Mullin
  • Katie Mullin

View on SEC IAPD

More in Plymouth, MN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor