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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2023-05-23 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
11 Stanwix St Suite 2310, Pittsburgh, PA 15222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Ll | Canonsburg | PA | 05/2022 | 12/2022 |
| California University Of Pennsylvania | California | PA | 08/2018 | 05/2022 |
| Bethel Park Public Works | Bethel Park | PA | 05/2019 | 08/2019 |
| Peters Creek Baptist Church | Bethel Park | PA | 09/2014 | 08/2018 |
| Terra Tortorice Landscaping | Bethel Park | PA | 06/2015 | 08/2018 |
| Lackey Home Improvement | Bethel Park | PA | 07/2016 | 08/2019 |
| Subway | Bethel Park | PA | 10/2016 | 01/2019 |
| The Prudential Insurance Company Of America | Canonsburg | PA | 08/2022 | 12/2022 |
| Lpl Financial Llc | Pittsburgh | PA | 01/2023 | 06/2025 |
| Wealth Enhancement Group | Pittsburgh | PA | 01/2023 | Present |
| Wealth Enhancement Advisory Services | Pittsburgh | PA | 01/2023 | Present |
| Wealth Enhancement Brokerage Services | Pittsburgh | PA | 01/2023 | Present |
ABM INDUSTRIES - Outside/W-2 Employment - Valet, park cars - PA 15025 - Non investment related - 28 hours per month - Start date: 11/18/2019. WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Admin - Start Date 1/17/2023 - 160 Hours Per Month/ 8 Hours During Securities Trading - Time Spent 100% - I provide administrative support to Wealth Enhancement Advisory Services, an independent investment advisor firm. I started this business activity in 5/2023. 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-25 |
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