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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
OK RA APPROVED 2026-04-08
  • OK RA
    APPROVED
    Since 2026-04-08

Branch Locations

2601 Kelley Pointe Pkwy Suite 202, Edmond, OK 73013 • 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
Wealth Enhancement Advisory Services Edmond OK 04/2026 Present
Wealth Enhancement Group Edmond OK 11/2024 Present
Householder Group Edmond OK 12/2023 11/2024
Charleston's Restaurant Edmond OK 05/2019 01/2024
Eagle Dental Edmond OK 02/2017 08/2022
Outback Steakhouse Edmond OK 10/2014 02/2018
  • 04/2026 → Present
    Wealth Enhancement Advisory Services
    Edmond, OK
  • 11/2024 → Present
    Wealth Enhancement Group
    Edmond, OK
  • 12/2023 → 11/2024
    Householder Group
    Edmond, OK
  • 05/2019 → 01/2024
    Charleston's Restaurant
    Edmond, OK
  • 02/2017 → 08/2022
    Eagle Dental
    Edmond, OK
  • 10/2014 → 02/2018
    Outback Steakhouse
    Edmond, OK
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-03
  • S65 Uniform Investment Adviser Law Examination
    2026-04-03

View on SEC IAPD

More in Edmond, OK

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