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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2022-04-04 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
1850 Mt Diablo Blvd Suite 100, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Napa Valley Wealth Management | Walnut Creek | CA | 07/2006 | 03/2022 |
| Lpl Financial, Llc | Walnut Creek | CA | 05/2018 | 06/2025 |
| Wealth Enhancement Group | Walnut Creek | CA | 04/2022 | Present |
| Wealth Enhancement Advisory Services | Walnut Creek | CA | 04/2022 | Present |
| Wealth Enhancement Brokerage Services | Walnut Creek | CA | 04/2022 | Present |
Wealth Enhancement Advisory Services - Investment-Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Admin - Start Date - 04/01/2022 - 180 Hours Per Month/100 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-31 |
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