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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 |
|---|---|---|---|
| WA | RA | APPROVED | 2025-02-03 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
1409 140Th Pl Ne Suite 210, Bellevue, WA 98007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Kansas City | MO | 09/2006 | 07/2020 |
| Various Insurance Carriers For W & R Insurance Agencies | Sammamish | WA | 08/2006 | 01/2025 |
| Capstone Wealth Advisors | Sammamish | WA | 07/2020 | 01/2025 |
| Wealth Enhancement Group | Sammamish | WA | 02/2025 | Present |
| Wealth Enhancement Advisory Services | Sammamish | WA | 02/2025 | Present |
BELLEVUE CHRISTIAN SCHOOLS - CLYDE HILL, WA - HEAD BOYS BASETBALL COACH. 50 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-15 |
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