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Wealth Enhancement Advisory Services, LLC CRD 116407
$122B regulatory AUM 327 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-08-06 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
100 Saint Paul St Suite 640, Denver, CO 80206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Enhancement Group | Denver | CO | 10/2023 | Present |
| Wealth Enhancement Advisory Services | Denver | CO | 06/2024 | Present |
| Hoover Institution, Stanford University | Stanford | CA | 07/2022 | 09/2023 |
| Target Corporation | Mckinney | TX | 10/2018 | 08/2021 |
| Club 360 Mckinney Isd Child Care Program | Mckinney | CO | 07/2017 | 09/2018 |
| University Of Colorado Boulder | Boulder | CO | 09/2021 | 06/2022 |
| Mckinney North High School | Mckinney | TX | 08/2015 | 07/2017 |
Phi Kappa Psi Fraternity, Colorado Alpha Chapter. This business is not investment related. 1131 University Ave, Boulder, CO 80302 Nationally recognized fraternal organization Voluntary Chapter Mentoring Advisor Start Date: 05/15/2023 5 Hours/month devoted to this business 0 Hours/month devoted to this business during securities trading hours I work with the other chapter advisor and conduct quarterly meetings to provide guidance to the current undergraduate officers at the fraternity. My voluntary role involves assessing the financial resources of the fraternity organization and help the undergraduate officers devise a plan to create annual budgets. I provide fraternity leadership and promote financial stability through a hands off approach which allows the officers to make mistakes and learn from challenges. I was the treasurer at this fraternity during my undergraduate time at CU Boulder and took this role to continue my efforts to strive for continued positive change. I do not have access to the funds or utilize them in any way. I simply take what I hear and help the undergraduate officers learn tools such as budgeting and implementing cost saving measures, which my fraternity has not had in the past.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-06 |
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