Best Investors Account Sign in
Claim This Profile
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
NJ RA APPROVED 2019-10-09
  • NJ RA
    APPROVED
    Since 2019-10-09

Branch Locations

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

25 Independence Blvd Suite 102, Warren, NJ 07059 • 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
Aepg Wealth Strategies Warren NJ 04/2010 10/2019
Wealth Enhancement Group Plymouth MN 10/2019 Present
Wealth Enhancement Advisory Services Plymouth MN 10/2019 Present
  • 04/2010 → 10/2019
    Aepg Wealth Strategies
    Warren, NJ
  • 10/2019 → Present
    Wealth Enhancement Group
    Plymouth, MN
  • 10/2019 → Present
    Wealth Enhancement Advisory Services
    Plymouth, MN
Previous Registrations
Other Businesses

10/2019 Wealth Enhancement Group DBA non-variable insurance

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-23
  • S66 Uniform Combined State Law Examination
    2007-01-23
Designations
  • Certified Financial Planner
Other Names
  • Peter Carl Hoglund

View on SEC IAPD

More in Plymouth, MN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor