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Inactive

Clare Leone Hansen

Wealth Enhancement Advisory Services, LLC

Plymouth, MN

Chicago, IL

CRD 8318788

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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
IL RA APPROVED 2026-08-17
  • IL RA
    APPROVED
    Since 2026-08-17

Branch Locations

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

Chicago, IL • 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
Unemployed Chicago IL 04/2026 08/2026
Bold Insight Chicago IL 09/2022 04/2026
Depaul University Chicago IL 07/2022 09/2022
Vanderbilt University Nashville TN 07/2020 05/2022
University Of Minnesota Minneapolis MN 08/2016 07/2020
Wealth Enhancement Advisory Services Chicago IL 08/2026 Present
Wealth Enhancement Group Chicago IL 08/2026 Present
Unemployed Chicago IL 06/2022 06/2022
  • 04/2026 → 08/2026
    Unemployed
    Chicago, IL
  • 09/2022 → 04/2026
    Bold Insight
    Chicago, IL
  • 07/2022 → 09/2022
    Depaul University
    Chicago, IL
  • 07/2020 → 05/2022
    Vanderbilt University
    Nashville, TN
  • 08/2016 → 07/2020
    University Of Minnesota
    Minneapolis, MN
  • 08/2026 → Present
    Wealth Enhancement Advisory Services
    Chicago, IL
  • 08/2026 → Present
    Wealth Enhancement Group
    Chicago, IL
  • 06/2022 → 06/2022
    Unemployed
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-24
  • S65 Uniform Investment Adviser Law Examination
    2026-06-24

View on SEC IAPD

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