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Lyndon Paul Jude Wilbert

Wealth Enhancement Advisory Services, LLC

Baton Rouge, LA

Plymouth, MN

CRD 7852563

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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
LA RA APPROVED 2026-01-05
TX RA APPROVED 2026-01-02
  • LA RA
    APPROVED
    Since 2026-01-05
  • TX RA
    APPROVED
    Since 2026-01-02

Branch Locations

301 Main St Suite 1502, Baton Rouge, LA 70801 • 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
Brec Baton Rouge LA 03/2016 06/2022
Porteous, Hainkel, And Johnson, Llp Baton Rouge LA 08/2021 06/2022
Dent Wealth Advisors Baton Rouge LA 05/2022 05/2023
Dent Wealth Advisors Baton Rouge LA 03/2024 12/2025
Dent Wealth Advisors Baton Rouge LA 05/2023 03/2024
Wealth Enhancement Group Baton Rouge LA 01/2026 Present
Wealth Enhancement Advisory Services Baton Rouge LA 01/2026 Present
  • 03/2016 → 06/2022
    Brec
    Baton Rouge, LA
  • 08/2021 → 06/2022
    Porteous, Hainkel, And Johnson, Llp
    Baton Rouge, LA
  • 05/2022 → 05/2023
    Dent Wealth Advisors
    Baton Rouge, LA
  • 03/2024 → 12/2025
    Dent Wealth Advisors
    Baton Rouge, LA
  • 05/2023 → 03/2024
    Dent Wealth Advisors
    Baton Rouge, LA
  • 01/2026 → Present
    Wealth Enhancement Group
    Baton Rouge, LA
  • 01/2026 → Present
    Wealth Enhancement Advisory Services
    Baton Rouge, LA
Previous Registrations
  • 2024-03-02 → 2026-01-05
    Dent Wealth Advisors
    Baton Rouge, LA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-01
  • S65 Uniform Investment Adviser Law Examination
    2024-03-01
Designations
  • Certified Financial Planner
Other Names
  • Lyndon Wilbert

View on SEC IAPD

Nearby Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES & ASSOCIATES, INC.
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

RYAN MATTHEW MALONE
Andrew K Scholl
DANIELLE T CREPPEL

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BATON ROUGE, LA
RAYMOND JAMES & ASSOCIATES, INC. · BATON ROUGE, LA
CETERA INVESTMENT ADVISERS LLC · BATON ROUGE, LA

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