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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 | 2020-06-29 |
| MN | RA | APPROVED | 2014-01-09 |
| TX | RA | APPROVED_RES | 2005-02-18 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Naples, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Enhancement Group, Llc | Naples | FL | 09/1999 | Present |
| Wealth Enhancement Brokerage Services, Llc | Naples | FL | 02/2007 | Present |
| Lpl Financial | Naples | FL | 02/2007 | 06/2025 |
| Wealth Enhancement Advisory Services, Llc | Naples | FL | 12/2001 | Present |
1. 2/5/2007 - NON-VARIABLE INSURANCE DBA - WEALTH ENHANCEMENT GROUP, LLC - AGENT SELLING TRADITIONAL INSURANCE, FIXED ANNUITIES, DISABILITY AND LTC. - BURNSVILLE, MN. 2. 2/5/2007 - OTHER-CONSULTING - NICAMPE, LLC - CONSULTING BUSINESS-PRESIDENT TIME SPENT: 5% APROX. ANNUAL INCOME: DIVDS WEG PARTNERSHIP: MARGARET M WEBB 99% MICHAEL T WEBB 1% 3. 3/12/2007 - REGISTERED INVESTMENT ADVISOR - WEALTH ENHANCEMENT ADVISORY SERVICES, LLC - RIA PROVIDES ASSET MANAGEMENT AND FINANCIAL PLANNING SERVICES. - BURNSVILLE, MN. 4. 4/8/2009 - OTHER-RADIO - PARTICIPATE IN WEG RADIO PROGRAM. CONTENT OF THIS PROGRAM IS REVIEWED BY ADVERTISING COMPLIANCE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1984-03-24 |
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