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Chanley Mccall Lindsey

Wealth Enhancement Advisory Services, LLC

Plymouth, MN

Bowling Green, KY

CRD 7678570

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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
KY RA APPROVED 2024-01-03
  • KY RA
    APPROVED
    Since 2024-01-03

Branch Locations

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

1131 Fairview Ave Suite 203, Bowling Green, KY 42103 • 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
Landmark Financial Advisors, Llc Bowling Green KY 07/2022 01/2024
Wku Center For Financial Success Bowling Green KY 08/2021 07/2022
Indian Hills Country Club Bowling Green KY 06/2021 08/2021
General Motors Bowling Green KY 07/2020 06/2021
Pink Lily Boutique Bowling Green KY 03/2019 04/2020
Bee Spring Restuarant Bowling Green KY 03/2017 08/2017
Wealth Enhancement Group Bowling Green KY 01/2024 Present
Wealth Enhancement Advisory Services Bowling Green KY 01/2024 Present
Full Time Student Smiths Grove KY 12/2012 05/2023
  • 07/2022 → 01/2024
    Landmark Financial Advisors, Llc
    Bowling Green, KY
  • 08/2021 → 07/2022
    Wku Center For Financial Success
    Bowling Green, KY
  • 06/2021 → 08/2021
    Indian Hills Country Club
    Bowling Green, KY
  • 07/2020 → 06/2021
    General Motors
    Bowling Green, KY
  • 03/2019 → 04/2020
    Pink Lily Boutique
    Bowling Green, KY
  • 03/2017 → 08/2017
    Bee Spring Restuarant
    Bowling Green, KY
  • 01/2024 → Present
    Wealth Enhancement Group
    Bowling Green, KY
  • 01/2024 → Present
    Wealth Enhancement Advisory Services
    Bowling Green, KY
  • 12/2012 → 05/2023
    Full Time Student
    Smiths Grove, KY
Previous Registrations
  • 2023-01-23 → 2024-01-10
    Landmark Financial Advisors, Llc
    Bowling Green, KY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-19
  • S65 Uniform Investment Adviser Law Examination
    2023-01-19
Designations
  • Certified Financial Planner
Other Names
  • Chanley Logsdon
  • Chanley Mccall Logsdon

View on SEC IAPD

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