Julio Paredes Calva

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 02/2023
  Alerus Financial
  Minneapolis, MN
• 10/2022 → 02/2023
  Infinex Investments, Inc.
  Meriden, CT
• 02/2023 → 06/2025
  Lpl Financial Llc
  Plymouth, MN
• 02/2023 → Present
  Wealth Enhancement Group
  Plymouth, MN
• 02/2023 → Present
  Wealth Enhancement Brokerage Services
  Plymouth, MN
• 02/2023 → Present
  Wealth Enhancement Advisory Services
  Plymouth, MN

Other Businesses

WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Admin - 160 Hours Per Month/ 8 Hours During Trading - Time Spent 100% - I provide administrative support to WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 07/2023. 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.

Exams

• S66 Uniform Combined State Law Examination
  2023-04-07

Other Names

• Julio Cesar Paredes Calva