Best Investors
Account
Sign in
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 |
|---|---|---|---|
| IA | RA | APPROVED | 2026-08-17 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
1210 Jordan St Suite 3, North Liberty, IA 52317 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dairy Queen | Coralville | IA | 08/2016 | 08/2021 |
| Mercy Hospital | Iowa City | IA | 08/2021 | Present |
| Basta Pizzeria Ristorante | Iowa City | IA | 04/2023 | Present |
| University Of Iowa | Iowa City | IA | 08/2021 | 12/2024 |
| Wealth Enhancement Advisory Services | North Liberty | IA | 08/2026 | Present |
| Wealth Enhancement Group | North Liberty | IA | 08/2026 | Present |
1. BASTA PIZZERIA RISTORANTE - NON-INVESTMENT RELATED - IOWA CITY, IA - SERVER & BARTENDER - START DATE 04/2023 - 20 HOURS SPENT PER MONTH WITH 0 HOURS DURING TRADING. 2. UNIVERSITY OF IOWA HEALTH CARE MEDICAL CENTER - NON-INVESTMENT RELATED - IOWA CITY, IA - DELIVERING MEAL TRAYS - START DATE 08/2021 - 3 HOURS SPENT PER MONTH WITH 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-08 |
Reach out to this advisor