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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
OH RA APPROVED 2025-05-16
  • OH RA
    APPROVED
    Since 2025-05-16

Branch Locations

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

6685 Beta Dr Suite D, Cleveland, OH 44143 • 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
Marcum Wealth Cleveland OH 07/2019 11/2020
Marcum Wealth Cleveland OH 11/2020 05/2025
Student Cleveland OH 08/2005 05/2020
Wealth Enhancement Group Mayfield Village OH 05/2025 Present
Wealth Enhancement Advisory Services Mayfield Village OH 05/2025 Present
  • 07/2019 → 11/2020
    Marcum Wealth
    Cleveland, OH
  • 11/2020 → 05/2025
    Marcum Wealth
    Cleveland, OH
  • 08/2005 → 05/2020
    Student
    Cleveland, OH
  • 05/2025 → Present
    Wealth Enhancement Group
    Mayfield Village, OH
  • 05/2025 → Present
    Wealth Enhancement Advisory Services
    Mayfield Village, OH
Previous Registrations
  • 2023-12-21 → 2025-05-19
    Marcum Wealth, Llc
    Cleveland, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-20
  • S65 Uniform Investment Adviser Law Examination
    2023-12-20
Designations

View on SEC IAPD

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