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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
CA RA APPROVED 2025-05-09
  • CA RA
    APPROVED
    Since 2025-05-09

Branch Locations

6333 Potrero Ave Suite 200, El Cerrito, CA 94530 • United States

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

1850 Mt Diablo Blvd Suite 100, Walnut Creek, CA 94596 • 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
Nuveen Securities, Llc Los Angeles CA 03/2022 09/2024
Cgi Group Inc. Sacramento CA 12/2021 03/2022
Julietta Winery Clarksburg CA 04/2021 11/2021
Dunbar Construction Sacramento CA 06/2015 08/2019
Saint Mary's College Of California Moraga CA 09/2019 04/2021
Unemployed Courtland CA 11/2021 12/2021
Nuveen Asset Management Llc Chicago IL 03/2022 09/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek CA 09/2024 04/2025
Saint Mary's College Of California Moraga CA 08/2015 08/2019
Bank Of America, N.A. Walnut Creek CA 10/2024 04/2025
Lpl Financial Llc Walnut Creek CA 05/2025 06/2025
Wealth Enhancement Group Walnut Creek CA 05/2025 Present
Wealth Enhancement Brokerage Services Walnut Creek CA 05/2025 Present
Wealth Enhancement Advisory Services Walnut Creek CA 05/2025 Present
  • 03/2022 → 09/2024
    Nuveen Securities, Llc
    Los Angeles, CA
  • 12/2021 → 03/2022
    Cgi Group Inc.
    Sacramento, CA
  • 04/2021 → 11/2021
    Julietta Winery
    Clarksburg, CA
  • 06/2015 → 08/2019
    Dunbar Construction
    Sacramento, CA
  • 09/2019 → 04/2021
    Saint Mary's College Of California
    Moraga, CA
  • 11/2021 → 12/2021
    Unemployed
    Courtland, CA
  • 03/2022 → 09/2024
    Chicago, IL
  • 09/2024 → 04/2025
    Walnut Creek, CA
  • 08/2015 → 08/2019
    Saint Mary's College Of California
    Moraga, CA
  • 10/2024 → 04/2025
    Bank Of America, N.A.
    Walnut Creek, CA
  • 05/2025 → 06/2025
    Lpl Financial Llc
    Walnut Creek, CA
  • 05/2025 → Present
    Wealth Enhancement Group
    Walnut Creek, CA
  • 05/2025 → Present
    Wealth Enhancement Brokerage Services
    Walnut Creek, CA
  • 05/2025 → Present
    Wealth Enhancement Advisory Services
    Walnut Creek, CA
Previous Registrations
Other Businesses

WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Investment Related- Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date: 5/5/2025 - 160 Hrs/Mth - 8 Hrs During Trading.I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 5/2025. 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-31
  • S66 Uniform Combined State Law Examination
    2022-05-31
Other Names
  • Logan W Dunbar
  • Logan Wesley Dunbar

View on SEC IAPD

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