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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 | 2025-05-20 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Bank | Birmingham | AL | 07/2014 | 11/2017 |
| Bbva Securities Inc. | Birmingham | AL | 08/2014 | 11/2017 |
| Bbva Wealth Solutions Inc. | Birmingham | AL | 08/2014 | 11/2017 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 08/2014 | 11/2017 |
| Regions Bank | Birmingham | AL | 12/2017 | 05/2018 |
| Cetera Investment Advisers Llc | Birmingham | AL | 01/2018 | 06/2018 |
| Cetera Investment Services Llc | St. Cloud | MN | 01/2018 | 06/2018 |
| Principal Life Insurance Company | Birmingham | AL | 06/2018 | 05/2022 |
| Principal Securities, Inc. | Birmingham | AL | 06/2018 | 05/2022 |
| Arista Consulting Group, Llc | Big Sky | MT | 04/2022 | 01/2024 |
| Arista Advisory Group, Llc | Big Sky | MT | 04/2022 | 01/2024 |
| Lpl Financial | Destin | FL | 06/2022 | 01/2024 |
| Marcum Wealth, Llc | Cleveland | OH | 03/2024 | 05/2025 |
| Wealth Enhancement Group | Destin | FL | 05/2025 | Present |
| Wealth Enhancement Advisory Services | Destin | FL | 05/2025 | Present |
| Wealth Enhancement Brokerage Services | Destin | FL | 08/2025 | Present |
WEALTH ENHANCEMENT ADVISORY SERVICES - DESTIN, FL - REGISTERED ADMIN - 160 HOURS PER MONTH, 160 HOURS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-02 |
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