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Brian Regan

Wealth Enhancement Advisory Services, LLC

Plymouth, MN

Boston, MA

Boston, MA

CRD 6923110

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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
MA RA APPROVED 2024-01-09
  • MA RA
    APPROVED
    Since 2024-01-09

Branch Locations

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

10 Post Office Square Suite 1200 S, Boston, MA 02109 • United States

Boston, MA • 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
Asset Management Resources, Llc Hyannis MA 03/2018 09/2018
Winter Harbor, Llc Boston MA 12/2015 08/2017
Unemployed Dorchester MA 08/2017 03/2018
Asset Management Resources, Llc Hyannis MA 06/2020 12/2023
Asset Management Resources, Llc Hyannis MA 09/2018 06/2020
Wealth Enhancement Group Boston MA 01/2024 Present
Wealth Enhancement Advisory Services Boston MA 01/2024 Present
  • 03/2018 → 09/2018
    Asset Management Resources, Llc
    Hyannis, MA
  • 12/2015 → 08/2017
    Winter Harbor, Llc
    Boston, MA
  • 08/2017 → 03/2018
    Unemployed
    Dorchester, MA
  • 06/2020 → 12/2023
    Asset Management Resources, Llc
    Hyannis, MA
  • 09/2018 → 06/2020
    Asset Management Resources, Llc
    Hyannis, MA
  • 01/2024 → Present
    Wealth Enhancement Group
    Boston, MA
  • 01/2024 → Present
    Wealth Enhancement Advisory Services
    Boston, MA
Previous Registrations
  • 2018-03-12 → 2024-01-09
    Asset Management Resources, Llc
    Hyannis, MA
    Hyannis, MA
    Boston, MA
Other Businesses

RENTAL PROPERTY - WELLFLEET, MA - 5 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS.

Designations
  • Chartered Financial Analyst

View on SEC IAPD

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