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Alexander Joseph Vaccarella

Wealth Enhancement Advisory Services, LLC

Plymouth, MN

Warren, NJ

CRD 6819674

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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
NJ RA APPROVED 2019-10-11
  • NJ RA
    APPROVED
    Since 2019-10-11

Branch Locations

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

25 Independence Blvd Suite 102, Warren, NJ 07059 • 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 01/2014 10/2019
Wealth Enhancement Group Plymouth MN 10/2019 Present
Wealth Enhancement Advisory Services Plymouth MN 10/2019 Present
  • 01/2014 → 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
  • Certified Financial Planner
Other Names
  • Alexander Vacarella
  • Alexander Vaccarella

View on SEC IAPD

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