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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
PA RA APPROVED 2020-03-12
  • PA RA
    APPROVED
    Since 2020-03-12

Branch Locations

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

110 Daniel Dr Suite 11, Uniontown, PA 15401 • 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
Bpu Investment Management, Inc. Uniontown PA 07/2009 02/2020
Lpl Financial Uniontown PA 02/2020 06/2025
Wealth Enhancment Brokerage Services Uniontown PA 03/2020 Present
Wealth Enhancement Group Uniontown PA 03/2020 Present
Wealth Enhancment Advisory Services, Llc Uniontown PA 03/2020 Present
  • 07/2009 → 02/2020
    Bpu Investment Management, Inc.
    Uniontown, PA
  • 02/2020 → 06/2025
    Lpl Financial
    Uniontown, PA
  • 03/2020 → Present
    Wealth Enhancment Brokerage Services
    Uniontown, PA
  • 03/2020 → Present
    Wealth Enhancement Group
    Uniontown, PA
  • 03/2020 → Present
    Wealth Enhancment Advisory Services, Llc
    Uniontown, PA
Previous Registrations
  • 2009-07-07 → 2020-03-06
    Bpu Investment Management Inc.
    Pittsburgh, PA
    Uniontown, PA
    Pittsburgh, PA
    Pittsburgh, PA
  • 2006-05-15 → 2009-07-10
    Uniontown, PA
    Uniontown, PA
Other Businesses

1) 1/2012 - Non-Profit Board Member - FAYETTE COUNTY (PA) ASSESSMENT APPEALS BOARD - Not Investment Related - 3% - 61 E. Main St. Uniontown, PA 15401 2) 4/9/2020 - WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - 40 Hours Per Month - I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 04/2020. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1982-10-05
  • S63 Uniform Securities Agent State Law Examination
    1982-10-05
Other Names
  • Lawrence Bush
  • Larry Bush
  • W Lawrence Bush

View on SEC IAPD

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