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Melody Irene Wheelwright

Wealth Enhancement Advisory Services, LLC

Plymouth, MN

Farmington, UT

CRD 8303216

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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
UT RA APPROVED 2026-08-04
  • UT RA
    APPROVED
    Since 2026-08-04

Branch Locations

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

630 N Main St, Farmington, UT 84025 • 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
L3Harris Technologies, Inc Salt Lake City UT 09/2005 05/2026
Unemployed Kaysville UT 06/2026 07/2026
Wealth Enhancement Group Farmington UT 08/2026 Present
Wealth Enhancement Advisory Services Farmington UT 08/2026 Present
  • 09/2005 → 05/2026
    L3Harris Technologies, Inc
    Salt Lake City , UT
  • 06/2026 → 07/2026
    Unemployed
    Kaysville , UT
  • 08/2026 → Present
    Wealth Enhancement Group
    Farmington, UT
  • 08/2026 → Present
    Wealth Enhancement Advisory Services
    Farmington, UT
Other Businesses

1. WRIGHTTRO PROPERTIES, LLC - NON-INVESTMENT RELATED - KAYSVILLE, UT - MEMBER - START DATE 11/2016 - OWNS ONE SHORT TERM RESIDENTIAL RENTAL PROPERTY - 1 HOUR SPENT PER MONTH WITH 0 HOURS DURING TRADING. 2. JMNR INVESTMENT, LLC - NON-INVESTMENT RELATED - KAYSVILLE, UT - MANAGING MEMBER - START DATE 03/2018 - OWNS AND SELF MANAGES THREE LONG-TERM RESIDENTIAL PROPERTIES - 1 HOUR SPENT PER MONTH WITH 0 HOURS DURING TRADING.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-27
  • S65 Uniform Investment Adviser Law Examination
    2026-07-27
Other Names
  • Melody Irene Shern

View on SEC IAPD

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