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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 |
|---|---|---|---|
| WI | RA | APPROVED | 2023-09-16 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
1241 John Q Hammons Dr Suite 100, Madison, WI 53717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Enhancement Group | Madison | WI | 03/2023 | Present |
| Wealth Enhancement Advisory Services | Madison | WI | 08/2023 | Present |
| Us Bank | Hopkins | MN | 06/2020 | 03/2023 |
| Walser Automotive Group | Minneapolis | MN | 12/2018 | 06/2020 |
| Marine Credit Union | La Crosse | WI | 08/2017 | 12/2018 |
| School | Iola | WI | 01/1997 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-16 |
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