Rachele Renae Schlottman

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

• 01/2023 → Present
  Wealth Enhancement Group
  Plymouth, MN
• 09/2019 → 01/2023
  Alerus Financial
  Minneapolis, MN
• 08/2005 → 08/2019
  First National Bank Of Omaha
  Longmont, CO
• 01/2023 → 06/2025
  Lpl Financial Llc
  Plymouth, MN
• 03/2025 → Present
  Wealth Enhancement Brokerage Services
  Plymouth, MN
• 03/2025 → Present
  Wealth Enhancement Advisory Services
  Plymouth, MN

Other Businesses

Notary Public / Notary / Investment Related / 1 hr mth / Start date: 11/04/2019 WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Admin - Investment Related - At Reported Business Location(s) - Start Date 01/17/2023 - 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 4/2024. 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.

Exams

• S66 Uniform Combined State Law Examination
  2025-03-10

Other Names

• Rachele Renae Schlottman
• Rachele Renae Edwards
• Rachele Edwards
• Rachele Schlottman