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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-09-07 |
Branch Locations
340 E Clark Ave, Orcutt, CA 93455 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Enhancement Advisory Services | Orcutt | CA | 09/2023 | Present |
| Wealth Enhancement Group | Orcutt | CA | 05/2022 | Present |
| Ontrac | Santa Maria | CA | 04/2020 | 07/2020 |
| United Parcel Service (Ups) | Santa Maria | CA | 07/2020 | 06/2022 |
| St. Joseph High School | Santa Maria | CA | 08/2016 | 06/2020 |
| Lpl Financial Llc | Orcutt, | CA | 08/2024 | 06/2025 |
| Wealth Enhancement Brokerage Services | Orcutt | CA | 10/2024 | Present |
WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business Location(s) - Start Date 6/1/22 - 160 Hours Per Month/ 8 Hours During Trading - I provide administrative support to WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity 8/2024. 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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-10-04 |
| S65 | Uniform Investment Adviser Law Examination | 2023-08-30 |
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