Inactive

Nicholas J Costa

Wealth Enhancement Advisory Services, LLC

CRD 7898950

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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

Authority	Category	Status	Date
IL	RA	APPROVED	2024-08-27

IL RA
APPROVED

Since 2024-08-27

Branch Locations

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

100 Pierce Rd Suite 105, Itasca, IL 60143 • 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

Organization	City	State	From	To
Wealth Enhancement Advisory Services	Itasca	IL	08/2024	Present
Wealth Enhancement Group	Itasca	IL	08/2024	Present
Vermillion Financial Advisors	South Barrington	IL	06/2021	08/2024
Glenbard West Highschool	Glen Ellyn	IL	08/2013	06/2017
Iowa State University	Ames	IA	06/2017	05/2021

08/2024 → Present

Wealth Enhancement Advisory Services

Itasca, IL
08/2024 → Present

Wealth Enhancement Group

Itasca, IL
06/2021 → 08/2024

Vermillion Financial Advisors

South Barrington, IL
08/2013 → 06/2017

Glenbard West Highschool

Glen Ellyn, IL
06/2017 → 05/2021

Iowa State University

Ames, IA

Designations

Certified Financial Planner

Other Names

Nicholas John Costa

View on SEC IAPD

More in Plymouth, MN

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