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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 |
|---|---|---|---|
| LA | RA | APPROVED | 2024-06-06 |
| TX | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-11 |
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