Best Investors Account Sign in
Inactive

Christopher Todd Puckett

Wealth Enhancement Advisory Services, LLC

Plymouth, MN

Houston, TX

CRD 7698817

Claim This Profile
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
LA RA APPROVED 2024-06-06
TX RA APPROVED 2024-06-03
  • LA RA
    APPROVED
    Since 2024-06-06
  • TX RA
    APPROVED
    Since 2024-06-03

Branch Locations

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

5599 San Felipe Suite 900, Houston, TX 77056 • 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
Alpine Camp For Boys Mentone AL 05/2018 08/2018
Cherry Hills Country Club Denver CO 05/2019 08/2019
Louisiana State University Baton Rouge LA 08/2021 12/2022
The Financial Advisory Group Houston TX 05/2022 08/2022
The Financial Advisory Group Houston TX 01/2023 05/2024
Mississippi State University Starkville MS 08/2017 05/2021
Louisiana State University Baton Rouge LA 08/2021 12/2022
Jackson Preparatory School Flowood MS 08/2012 05/2017
Wealth Enhancement Group Houston TX 06/2024 Present
Wealth Enhancement Advisory Services Houston TX 06/2024 Present
  • 05/2018 → 08/2018
    Alpine Camp For Boys
    Mentone, AL
  • 05/2019 → 08/2019
    Cherry Hills Country Club
    Denver, CO
  • 08/2021 → 12/2022
    Louisiana State University
    Baton Rouge, LA
  • 05/2022 → 08/2022
    The Financial Advisory Group
    Houston, TX
  • 01/2023 → 05/2024
    The Financial Advisory Group
    Houston, TX
  • 08/2017 → 05/2021
    Mississippi State University
    Starkville, MS
  • 08/2021 → 12/2022
    Louisiana State University
    Baton Rouge, LA
  • 08/2012 → 05/2017
    Jackson Preparatory School
    Flowood, MS
  • 06/2024 → Present
    Wealth Enhancement Group
    Houston, TX
  • 06/2024 → Present
    Wealth Enhancement Advisory Services
    Houston, TX
Previous Registrations
  • 2023-04-11 → 2024-06-21
    The Financial Advisory Group, Llc
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-11
  • S65 Uniform Investment Adviser Law Examination
    2023-04-11
Other Names
  • Chris Puckett
  • Christopher Puckett

View on SEC IAPD

More in Plymouth, MN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor