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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 |
|---|---|---|---|
| PA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-10-05 |
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