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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
IL RA APPROVED 2023-09-06
  • IL RA
    APPROVED
    Since 2023-09-06

Branch Locations

100 Pierce Rd Suite 105, Itasca, IL 60143 • United States

505 N Highway 169 Suite 900, Plymouth, MN 55441 • 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
Wealth Enhancement Group Itasca IL 01/2023 Present
Wealth Enhancement Advisory Services Itasca IL 09/2023 Present
Zurich North America Schaumburg IL 09/2021 01/2023
Zurich North America Schaumburg IL 11/2017 09/2021
Zurich North America Schaumburg IL 10/2015 11/2017
  • 01/2023 → Present
    Wealth Enhancement Group
    Itasca, IL
  • 09/2023 → Present
    Wealth Enhancement Advisory Services
    Itasca, IL
  • 09/2021 → 01/2023
    Zurich North America
    Schaumburg, IL
  • 11/2017 → 09/2021
    Zurich North America
    Schaumburg, IL
  • 10/2015 → 11/2017
    Zurich North America
    Schaumburg, IL
Designations
  • Chartered Financial Consultant
Other Names
  • Tarah Meehan

View on SEC IAPD

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