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Bret Kaye

Wealth Enhancement Advisory Services, LLC

Warren, NJ

Plymouth, MN

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Current Employers
Wealth Enhancement Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2019-12-05
  • NJ RA
    APPROVED
    Since 2019-12-05

Branch Locations

25 Independence Blvd Suite 102, Warren, NJ 07059 • United States

505 N Highway 169 Suite 900, Plymouth, MN 55441 • 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
Aepg Wealth Strategies Warren NJ 06/2013 10/2019
Wealth Enhancement Group Plymouth MN 10/2019 Present
Wealth Enhancement Advisory Services Plymouth MN 10/2019 Present
  • 06/2013 → 10/2019
    Aepg Wealth Strategies
    Warren, NJ
  • 10/2019 → Present
    Wealth Enhancement Group
    Plymouth, MN
  • 10/2019 → Present
    Wealth Enhancement Advisory Services
    Plymouth, MN
Previous Registrations
  • 2017-06-27 → 2019-10-02
    Aepg Wealth Strategies
    Warren, NJ
Other Businesses

10/2019 Wealth Enhancement Group DBA non-variable insurance

Designations

View on SEC IAPD

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CAPITAL ENHANCEMENT, LLC
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FIRST PRINCIPLES INVESTMENT MANAGER LLC

Other Investors

RICHARD FRIAGLIA
DENNIS JAMES QUINN
HARRY MC ENNIS HARRIS
Mark J Reisman
Joshua Leski
Kaden William Pickering
MICHAEL VESUVIO
JEFFREY PAUL DURR

Other Offices

MML INVESTORS SERVICES, LLC · Warren, NJ
UBS FINANCIAL SERVICES INC. · Warren, NJ
SACKS & ASSOCIATES, LLC · WARREN, NJ
CAPTRUST · Warren, NJ
MORGAN STANLEY · Warren, NJ
CAPITAL ENHANCEMENT, LLC · WARREN, NJ
MML INVESTORS SERVICES, LLC · Warren, NJ
MML INVESTORS SERVICES, LLC · Warren, NJ

More in Warren, NJ

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