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Austin Wegforth

Wealth Enhancement Advisory Services, LLC

New Lenox, IL

Plymouth, MN

CRD 7695059

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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 2025-04-30
  • IL RA
    APPROVED
    Since 2025-04-30

Branch Locations

100 Batson Ct Suite 102, New Lenox, IL 60451 • 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 Brokerage Services New Lenox IL 05/2026 Present
Wealth Enhancement Advisory Services New Lenox IL 04/2025 Present
Wealth Enhancement Group New Lenox IL 04/2023 Present
Unemployed New Lenox IL 11/2022 04/2023
Mb Real Estate Chicago IL 01/2021 11/2022
Mb Real Estate Chicago IL 05/2019 01/2021
Olivet Nazarene University Bourbonnais IL 08/2015 05/2019
  • 05/2026 → Present
    Wealth Enhancement Brokerage Services
    New Lenox, IL
  • 04/2025 → Present
    Wealth Enhancement Advisory Services
    New Lenox, IL
  • 04/2023 → Present
    Wealth Enhancement Group
    New Lenox, IL
  • 11/2022 → 04/2023
    Unemployed
    New Lenox, IL
  • 01/2021 → 11/2022
    Mb Real Estate
    Chicago, IL
  • 05/2019 → 01/2021
    Mb Real Estate
    Chicago, IL
  • 08/2015 → 05/2019
    Olivet Nazarene University
    Bourbonnais, IL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-10-11
S65 Uniform Investment Adviser Law Examination 2025-02-28
  • S63 Uniform Securities Agent State Law Examination
    2025-10-11
  • S65 Uniform Investment Adviser Law Examination
    2025-02-28

View on SEC IAPD

Nearby Firms

INTERACTIVE FINANCIAL ADVISORS
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

PAUL ALLAN BRANSHAW
RICHARD LEE PETERBOK
JULIAN MARTIN LEFILES

Nearby Offices

INTERACTIVE FINANCIAL ADVISORS · NEW LENOX, IL
LPL FINANCIAL LLC · NEW LENOX, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · New Lenox, IL

More in New Lenox, IL

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