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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
MD RA APPROVED 2021-07-01
  • MD RA
    APPROVED
    Since 2021-07-01

Branch Locations

164 W Main St Suite F, New Market, MD 21774 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Frederick MD 11/2017 05/2018
Rsm Frederick MD 06/2015 11/2017
Kemper Sport Management Ijamsville MD 05/2016 09/2016
Merrill Lynch, Pierce, Fenner & Smith Incorporated Frederick MD 07/2018 05/2019
Bank Of America, N.A. Frederick MD 09/2018 04/2019
Lighthouse Wealth Management New Market MD 04/2019 01/2021
Lighthouse Wealth Management New Market MD 01/2021 07/2021
Wealth Enhancement Group Plymouth MN 07/2021 Present
Wealth Enhancement Advisory Services Plymouth MN 07/2021 Present
  • 11/2017 → 05/2018
    Frederick, MD
  • 06/2015 → 11/2017
    Rsm
    Frederick, MD
  • 05/2016 → 09/2016
    Kemper Sport Management
    Ijamsville, MD
  • 07/2018 → 05/2019
    Frederick, MD
  • 09/2018 → 04/2019
    Bank Of America, N.A.
    Frederick, MD
  • 04/2019 → 01/2021
    Lighthouse Wealth Management
    New Market, MD
  • 01/2021 → 07/2021
    Lighthouse Wealth Management
    New Market, MD
  • 07/2021 → Present
    Wealth Enhancement Group
    Plymouth, MN
  • 07/2021 → Present
    Wealth Enhancement Advisory Services
    Plymouth, MN
Previous Registrations
Other Businesses

WEALTH ENHANCEMENT GROUP - INVESTMENT RELATED - NEW MARKET, MD - FIXED INSURANCE - VICE PRESDIENT, FINANCIAL ADVISOR - START DATE: 02/2019 - 1 HOUR SPENT PER MONTH, 1 HOUR SPENT DURING TRADING HOURS. BVJ, LLC - NON-INVESTMENT RELATED - MIDDLETOWN, MD - MANAGER - START DATE: 01/2026 - 5 HOURS SPENT PER MONTH, 0 HOURS SPENT DURING TRADING HOURS - MANAGER OF AN LLC THAT HOLDS RENTAL REAL ESTATE PROPERTIES.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-20
  • S66 Uniform Combined State Law Examination
    2018-06-20
Designations
  • Certified Financial Planner
Other Names
  • Justin W Byram
  • Justin Byram
  • Justin Willard Byram

View on SEC IAPD

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