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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2021-11-05 |
| TX | RA | APPROVED | 2021-10-26 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
2665 S Bayshore Dr Suite 230, Coconut Grove, FL 33133 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investor Solutions Inc. | Coconut Grove | FL | 01/1993 | 10/2021 |
| Wealth Enhancement Group | Coconut Grove | FL | 10/2021 | Present |
| Wealth Enhancement Advisory Services | Coconut Grove | FL | 10/2021 | Present |
WEALTH ENHANCEMENT GROUP - DBA FOR WEALTH ENHANCEMENT ADVISORY SERVICES ACTIVITIES. NO HOURS PER MONTH. MANAGED ACCOUNT SERVICES, INC - OWNER - PRESIDENT/BOARD CHAIRMAN - COLLECTING RESIDUAL PAYMENTS FROM WEALTH ENHANCEMENT GROUP ACQUISITION. NO HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 1980-07-07 |
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